Most estate plans include retirement accounts and insurance policies, and both have beneficiary designations. At StrongHold Wealth Partners, we review and recommend beneficiary designation adjustments after any significant life change, such as a divorce, remarriage, or death of a loved one.
Significant Life Changes
A significant life change can impact other parts of your estate plan so we provide suggestions and assistance for adjusting accounts or other financial aspects.
Planning for Long-Term Care
Trusts and Long-Term Care Insurance are two ways you may prepare and we can speak to the financial ramifications of long-term care and help you find a solution that works for your personal financial situation.
Schedule a Complimentary Consultation
Contact StrongHold Wealth Partners:
7150 E Camelback Road Suite 444
Scottsdale, AZ 85251
5635 N Scottsdale Rd Suite 170
Scottsdale, AZ 85250