Elder Law Services
Legal Strategies For the Senior-Most People In Your Life
With the assistance of Estate and Tax Attorneys located on-site, provided by Kirby Moss, our clients can work through a wide variety of outcomes that surround the special requirements of retirees:
Planning A Financial Estate
An estate plan, which ensures that goals are met after someone dies, typically includes: a will; assignment of power of attorney; and a living will or health-care proxy (medical power of attorney). Everyone has a unique goal for their estate, from providing gifts to leaving a legacy to their community or faith-based institution. Our relationship with Kirby Moss provides us a unique advantage in helping our clients create a comprehensive plan for their retirement.
Sharing the Wealth
Through our relationship with Kirby Moss we can introduce you to the benefits of Private or Community Foundations, Charitable Remainder Trusts, Donor-Advised Funds or Gift Annuities. Gifting strategies at end-of-life are of particular importance and may include UTMAs, Section 529 prepayment of tuition and college savings plans, and other gifts such as family limited partnerships or Grantor Retained Annuity Trusts. Incapacity planning addresses the presence of a durable power of attorney or successor trustee of a revocable living trust.
Tradewell Tax is not involved in giving legal advice. Mike Albertson and Bryan Putt are not attorneys. Any legal advice given is provided through qualified legal counsel.
Legal services provided by Kirby Moss. Kirby Moss is an independent attorney and not affiliated with TradeWell Tax & Financial or USA Financial Securities.
Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.
Bryan Putt is an Investment Adviser Representative and a Registered Representative. Advisory Services are offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser. Securities are offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC.
Tradewell Tax and Financial is not an affiliated company of (SAM) or (ASI).
Representatives of Tradewell Tax and Financial are authorized in states where they are properly registered. Mike Albertson: FL, IN, KY, OH, SC and Bryan Putt: IN. Clients who are not residents of these states cannot be serviced.
This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Tradewell Tax & Financial is not engaged in the practice of law. All insurance recommendations offered through Indiana Tax Advisory Group, Inc. Mike Albertson is President of Indiana Tax Advisory Group, Inc.
There are no assurances that you will achieve your investment objectives. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions, or withdrawals may materially alter the performance of your portfolio. Past performance is no guarantee of future success. We provide no guarantee that any portfolio will match or outperform any benchmark.
Recommendations and advice are based on information provided by the client that is presumed to be accurate. The financial planning process is not stagnant and must be adjusted based upon changes in the client's personal and financial situation, liquidity needs, investment objectives, and risk tolerance. Clients are responsible for notifying us immediately if their personal and financial circumstances or goals change.