Transfer Wealth Strategically

When you retire, you need to get serious about estate planning and wealth transfer planning. No matter how big or small your estate may be, you will leave a legacy to your family and loved ones.  At Franklin Retirement Solutions, we can help ensure you leave a positive legacy.

Proper wealth transfer planning must include a comprehensive consultation with an estate planning attorney. At Franklin Retirement Solutions, we have partnered with The Law Offices of Jeremy A. Wechsler, Esq., a boutique estate planning and asset protection law firm that has worked with hundreds of clients to ensure they have an estate plan that protects their legacy. Don’t rely on a cookie-cutter form from the Internet – your estate plan should be customized for you and your family.

Do you have an estate plan that works?

Schedule Your Complimentary Estate Plan Review

By planning effectively now, you can ensure you are remembered fondly long after you’ve taken that last limo ride.  You can shape the lives of your children and grandchildren so that they are strong independent individuals, and you craft this legacy while you are still alive!

Estate Planning Concerns – We Solve Many Estate Planning Problems!

If you are concerned that your beneficiaries may spend their inheritance in an irresponsible way, we can help prevent that from happening.
For many of our clients, their IRA’s are the largest part of their portfolio. IRA’s are great investments, and can provide many benefits to your heirs. However, many beneficiaries make terrible mistakes with IRA’s, such as cashing it out and paying all of the taxes up front! Talk to us about how to plan for IRA transfers.
Complex families are more common than ever in our society, and careful estate planning is essential. We can help ensure that everyone is treated fairly, and that your plan works the way you want it to work.
Family conflicts are a cause for concern when it comes to estate planning. As painful as it may be, you need to address family conflicts when you engage in estate planning. We can help prevent will challenges and estate lawsuits.
If you are single or widowed, or have a small family, estate planning can be challenging due to the small number of individuals that can care for you, manage your estate, etc. We strategically help our single and widowed clients carefully plan their estate.
If you have multiple homes or property in more than one state, you could be facing multi-state probate. Let us help simplify your affairs and your estate by using the latest estate planning techniques to avoid probate.
Making gifts to family members while you are alive is a commonly used estate planning technique. Strategic gifting must be carefully done with the guide of an attorney and financial professional. Making gifts, such as re-titling your home and giving it to your children while you’re living can have unintended consequences if improperly done.
Planning for death with a will or trust is not enough. Today, it is essential that you also plan for incapacity, and create a long-term care plan. We help clients achieve these goals every day.
Avoiding probate may be a goal of yours, and we can discuss whether it makes sense to avoid probate in Pennsylvania.
Do you have a family member, such as a child or grandchild, that has special needs? Leaving an inheritance to a special needs beneficiary must be done carefully so as to not disqualify that beneficiary from their government benefits. We can assist in making sure that the inheritance is protected.

Estate planning is more than just trying to keep the largest share out of Uncle Sam’s grip. It’s also about intangibles: passing down lessons and values and ensuring your accumulated wealth will be a positive force in your heirs’ and, if possible, your community’s lives.

Essential estate planning includes a valid Last Will and Testament, a Durable Financial Power of Attorney, and Advanced Health Care Directives. But you may need an asset protection trust, special needs trust, or revocable living trust.

Are you sure your estate plan is complete?
Let us review your plan.

Schedule Your Complimentary Estate Plan Review