What is P4 Estate Planning?

P4 Estate Planning is Wealth Planners of America’s unique four-step strategy for managing your assets in today’s financial climate. By having a proper plan in place, you will be able to:

  • Prepare a solid foundation for your family’s Estate.
  • Protect your assets for today and your family’s future.
  • Preserve your retirement income and leave a legacy for your heirs.
  • Enjoy your retirement and have Peace of Mind.

With the help of Wealth Planners of America, you can establish an appropriate estate plan based on your needs and income. We help our clients plan for the two most important aspects of their lives:

  1. Everything they own
  2. Everyone they love

Retirement Income Planning • Asset Protection •   Probate Avoidance •  Tax Minimization

These are the questions that many of our clients ask us and that you should ask yourself as you get close to retirement or if you have already retired.

  • Am I in control of my Estate?
  • The agony and publicity of probate is avoidable. How do I prevent it?
  • How do I protect my property for generations to come?
  • How can I leave IRA’s and other qualified accounts to my beneficiaries without the huge tax burden?
  • Will I outlive my savings? How do I position my assets to have an income that I can never outlive?
  • How can I protect myself from the courts if I should require Guardianship?

You can trust Wealth Planners to help you in your estate planning, and in creating a happy and comfortable future.