Estate Planning

Don't Leave Your Loved Ones With Unnecessary Burdens

Unfortunately, it is common to hear stories of families fighting over assets left behind when a loved one passes away such as the house, land, business ownership, etc. that can ruin family relationships. This unnecessary stress is not needed when a death takes place in the family and it can be completely avoided with effective estate planning. 

We have decades of experience helping families prepare for when they inevitably pass away to ensure that their wishes are legally kept in place and that they are able to choose exactly how their estate will be distributed. Not sure if you have contingency plans in place? Give us a call to learn more about how we can help.  

Estate Planning Made Easy

Take control of your estate planning future by reaching out to us today. We will help work with you to navigate all of the various steps you can take to prepare yourself and your family for unexpected life events  

Disclaimer: Iron Point Retirement Solutions, LLC and its affiliates are not Certified Public Accountants (CPAs) or Certified Financial Planners (CFPs) and do not prepare tax returns, nor do they buy, sell, or advise on specific stocks/bonds/mutual funds clients should acquire or sell but do advise clients on how to build a more tax-efficient portfolio through various retirement strategies and advise clients on how they can utilize their portfolio using Safe Money Concepts.  Iron Point Retirement Solutions, LLC also helps individuals planning for programs such as Medicare, Social Security and other governmental agencies that we are not affiliated with. Individuals looking for more information about these governmental agencies should visit or for additional information