Estate Plan Review
INVESTMENT, RETIREMENT, AND ESTATE PLANNING STRATEGIES
Would You Like an Estate Plan Review?
If you haven’t had your documents reviewed in the last few years, you may not be compliant with current law or your personal circumstances may have changed significantly enough that you need a review.
Let's Review Your Estate Plan for:
Are your documents compliant with current law?
Estate Tax Issues
Have you updated your plan for recent changes to gift, estate, and generation skipping tax law?
Were your documents drafted in another state?
Will your current plan deliver your assets to whom you want, when you want, and how you want?
Have assets in your estate been titled in the most efficient way?
Are there strategies available you’re not utilizing that would enhance your overall plan?
Get an Estate Plan Review with Soren T. Christensen, CFP®, ChFC®:
Soren T. Christensen is the Manager and CEO of Advanced Wealth Advisors, LLC. He has over ten years of experience in the financial services industry and is a Certified Financial Planner™ – a designation that comes with extensive training in investment planning, retirement planning, estate planning, insurance, taxes, and employee benefits. Only 17% of all financial advisors in the industry can claim this distinction. As a result of his considerable experience and knowledge, Soren has been interviewed by many financial media outlets, including: CNBC, the Wall Street Journal, Financial Planning Magazine, and the Naples Daily News.
Soren represents clients across the country as a comprehensive investment, retirement, and estate planning advisor. His goals are to grow and preserve the wealth that will be used throughout his clients’ retirement as well as to reduce, to the greatest extent possible, the tax burden on that wealth when it is passed to the next generation.
Soren’s ultimate goal is to ensure that the possessions that comprise one’s life’s work—businesses, personal residences and property, and any savings or investments—are enhanced and protected during his clients’ lives and that they pass on to the next generation in their entirety.
How to schedule your Estate Plan Review
Click here to request your Estate Plan Review and one of our staff members will follow up with you shortly to schedule your appointment. Or call us at 239-455-1100 Mon-Fri 9 a.m. to 5 p.m.