Estate Planning
Leaving a Lasting Legacy
Protecting your family and ensuring your wishes are carried out takes more than a will—it takes thoughtful planning. At Rickert Financial Group, we help retirees and families plan for the smooth, tax-efficient transfer of wealth while protecting their legacy for future generations.
Clarify Your Wishes
We help you define what matters most—who you want to provide for, how you want to give, and the impact you hope to leave.
Organize Your Assets
We review your accounts, investments, insurance, and property to ensure everything is structured for a smooth transition.
Coordinate with Professionals
We work alongside your legal and tax professionals to ensure your will, powers of attorney, and estate documents are complete and up to date.
Plan for Tax Efficiency and Charitable Giving
Reduce estate taxes and include charitable gifts to maximize the impact of your legacy.
Protect Your Loved Ones
We help you plan for final expenses, probate, and estate costs to ease the burden on your family when the time comes.
Review and Update Your Plan
Life changes—and your plan should too. We review your legacy plan regularly to keep it aligned with your wishes and your family’s needs.