How do we serve you?
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- By helping coordinate your Long-Term Care benefits with your insurance company
- Establishing Auto Pay for your monthly Assisted Living Expenses (if preferred)
- Annually coordinate Tax Documents with your CPA
- Set up Auto Pay for Quarterly Estimated Taxes (if required)
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- Reviewing Estate Planning Documents and Beneficiary Designations, Proper Titling
- Deep dive into your Insurance Policies, Beneficiaries Correct, Policy still needed
- If desired, establish Family Meetings to keep your heirs informed and updated of your wishes
- For our clients Asset Protection, we use EverSafe to help protect against elder fraud
- If desired, add Power of Attorney for heirs oversight and continuity should you fall ill
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Multi-Generational practice works closely with future generations to educate on wealth
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Purposeful Limited Practice for personalized attention to detail and timely response time
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- Agins Wealth Management of Raymond James
- 3515 Glenwood Ave Ste 200 Raleigh, NC 27612-4934
- Map & Directions
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