ESTATE PLANNING

Working with your experienced estate attorneys and estate planners, Reagan Financial Planning, LLC, will help you coordinate your financial plan to minimize estate taxes and to maximize financial opportunities for you to provide for your heirs and your chosen estate beneficiaries. Together, we will help you implement your goals and leave the legacy that you desire through estate conservation. We are also equipped to help you identify and maximize your charitable opportunities to benefit society and leave a legacy in this regard as well.

Although we do not provide legal advice, Reagan Financial Planning, LLC, will work with your qualified professional regarding wills and trust, and combine your overall financial plan with these available estate tools so that you are confident that you have a well-constructed estate plan in place.

You have worked hard, and we would like to help you make sure your final wishes are met.

“Your financial success is our passion”.

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