Estate Planning

It is often said that people take more time to plan a vacation than the do in planning how to arrange their entire estate. Estate planning is complex. Among other factors, it is about planning for risks, including untimely death and its consequences, ill health, the artificial sustaining of life, the inability to manage property, the immaturity of heirs, and the individual state intestacy rules of asset distribution that may be totally inconsistent with a person’s wishes. In summary, estate planning is about the transfer of property, either during life or at death, the ways to effect those transfers, and the risks associated with those transfers.

Visit Junkin & Co below for more information or call us 800-792-5110.

Retirement Planning

One of the main goals for many individuals is long-term financial security and independence. This goal is realized when a person is financially secure enough to live at their desired comfort level without need for employment income. Financial security at retirement requires individuals to carefully plan. Unfortunately, individuals are uncertain about how much money they will need to fund their retirement. When coupled with changes in Social Security, tax laws, the economy, and the value structure of our society, retirement planning becomes a necessary, but difficult and, at times, consuming process. Due to the complex nature of retirement planning, we stand ready to provide direction and guidance.

Visit Junkin & Co below for more information or call us 800-792-5110.

Insurance Planning

We are experts in giving our clients the right coverage at the right prices. We specialize in:

• Life Insurance
• Disability
• Health Insurance
• Long Term Care Insurance

Visit Junkin & Co below for more information or call us 800-792-5110.