Phelps Financial Services, Inc. | GuideOne Insurance, Church Insurance, Church Risk Management, Disaster Recovery, Safe Church, Written Safeguards

Estate Risk Management Strategies

The estate you took a lifetime to build could easily be destroyed if proper protection and planning are missing. A review of the possible risks to your estate is critical if your estate is to be properly fortified to meet all of the possible risks you might face today. Contact us today for assistance with your security and peace of mind. If you need a referral for a CPA or attorney to care for legal or accounting needs, contact us, or if those are in place we can work with your present CPA or attorney to assist with your planning.

Wills:The Basic Estate Planning Tool. When was it reviewed last?

Wills are the basic estate planning tool. People change, situations change, families change, and your status in life may change, but often people forget to make the necessary changes to their will to provide for these changes.

Trusts An Important Estate Planning Component

Trusts are an important estate planning component today if your estate is to survive the challenges of today's modern world. There are many forces in the wings, just waiting for the right opportunity to destroy or take what you spent a lifetime building.

Fiduciary Bonds For Guardianships & Estate Applications

These bonds may be needed for estate or guardianship work which you may be required to involved with. Call us for economical Court, Probate/Fiduciary Bonds

Calculating Estate Taxes & Reviewing Your Options

It is important to review estate assets and possible options now, before an untimely death, so your family will be able to settle things easily.

Caring For Estate Assests

As an executor, caring for estate assests can be a monumental task as you attempt to deal with your family, their loss, the will, trusts, and wishes both verbal and written, taxes, legal issues, debtors, creditors, and when a business owner, all the aspects of the business operations and its employees.

Executor Of The Estate

What are the duties and responsibilities of an executor of the estate?

Financial Issues, Closing The Books On A Loved One's Life

The financial issues you face while closing the books on a loved one's life can vary but generally are these elements.

End of Life Strategies: Is Your House In Order?

You can choose to leave behind a legacy or a liability for your family to deal with. The choices of today may position your estate for this event of life and assist your family as they make necessary adjustments for life without you.

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