Estate Planning

– Control your assets and leave your legacy on your terms –

How do you want to be remembered? Because this is an often difficult subject to think about, the financial professionals at Investment Concepts, Inc. can make it easier for you to plan a legacy for your assets. It is an intricate and complicated process that can include many different components, as illustrated here:

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Investment Concepts, Inc. Elite Advantage: To work diligently to establish an interactive relationship with other key financial professionals in your world, e.g. C.P.A, Estate Attorney, etc.

Our estate planning process includes:

  • Analysis of your current estate plan and concerns
  • On-going consultations with your attorney
  • Assistance in the transferring of assets to various trusts that coordinate your legacy as you have planned
  • Guidance with the appropriate and necessary steps in the event of a death of a loved one

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*SagePoint Financial, Inc. does not offer tax or legal advice.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.

Estate Planning Fact Sheets

Below you will find regularly updated articles related to various financial concepts and strategies reflecting the most up-to-date facts, figures, legislation, economic trends that affect your financial well-being:

Estate Planning Calculators

Our financial calculators are designed as educational tools to help you estimate answers to common estate planning questions.


Financial Services for Members of the Military

Military families face plenty of financial challenges. If you're saving for college or retirement, buying a home, or wondering how to help secure your family's financial future, these helpful fact sheets can be the place to start.

Planning for retirement is an important and sometimes difficult endeavor. As a member of the military, you may have some special opportunities and challenges when preparing financially for retirement. Often, retiring from the military leads to a second civilian career – and a second retirement.

Whether you're a veteran or just starting out in the military, planning and preparing your estate is of vital importance. Why is estate planning so critical? Because, at your death, you leave behind the people you love and all your worldly goods. Without proper planning, you have no say about who gets what, and more of your property may go to unintended recipients instead of your loved ones. If you care about how and to whom your property is distributed, you need to prepare your estate plan.

Contact us at Investment Concepts, Inc. and we will help you with all of your options.

Broadridge Investor Communication Solutions, Inc. Copyright 2017.

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