Estate Planning

Estate Planning

Legacy planning does not need to be conceived as a negative but as a positive for how you would like your loved ones to remember you and what you would like to provide for them.  Proper Estate Planning provides you with an opportunity to now create one more chapter.  Allows you to create structure and provide a process that allows your financial life to live beyond your human life.

Most of our clients’ financial positions indicate that their financial life will in fact, live way beyond their human life.  You have worked hard to build your net worth and many individuals want to make sure it is not destroyed over a short period of time.

Loved ones go through a grieving process and find it difficult and cumbersome to manage the distribution of an estate.  Hantz Group has viable strategies so that your loved ones are not carried with the administrative burdens.

Hantz Group provides the necessary education around what to consider in developing a sound estate plan.  Hantz Group has an alliance with Shea Law to provide you with the proper estate planning documents.  Understanding that a client’s financial situation does not remain stagnant and family dynamics can also change, we review a client’s estate plan every year to remain disciplined to make sure the estate plan aligns with the client’s current wishes.

*Insurance products offered through Hantz Agency, LLC and Plus Agency, LLC. Investment products offered through Hantz Financial Services, Inc.* Investments are subject to risks, may lose value, are not guaranteed by any bank, or bank affiliate and are not FDIC Insured. Tax services provided by Hantz Tax & Business, LLC, and Hantz Ewald, LLC. Trust services provided by Hantz Trust. Legal services provided by outside legal counsel. Mortgage services provided through Hantz Financial, a Michigan licensed mortgage broker/lender, NMLS ID 167864.

*Member FINRA/SIPC. Information about SIPC and the SIPC brochure may be obtained by contacting SIPC at (202) 371-8300 or on their website at www.sipc.org.

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