estate planning doc

Key Estate Planning Documents You Need

There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advanced medical directives Will Letter of instruction Living trust The last document, a living trust, isn’t always necessary, but it’s included here because it’s a vital component of many estate plans. Durable power of attorney …

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Social Security Claiming Strategies for Married Couples

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount you’ll receive. If you’re married, this decision can be especially complicated because you and your spouse will need to plan together, taking into account the …

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Counting on Your Husband’s Retirement Income? Three Things Women Should Know

Women face special challenges when planning for retirement. According to the Department of Labor,1 women are more likely than men to work in part-time jobs that don’t qualify for a retirement plan. And women are more likely to interrupt their careers (or stay out of the workforce altogether) to raise children or take care of …

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Dealing with Divorce

  Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge of your future, and save yourself time and money.You certainly never expected divorce when you cut the wedding cake–you and your spouse planned on …

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The Sandwich Generation: Juggling Family Responsibilities

  At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you’ve joined …

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Key Estate Planning Documents You NeedSocial Security Claiming Strategies for Married CouplesCounting on Your Husband’s Retirement Income? Three Things Women Should KnowDealing with DivorceThe Sandwich Generation: Juggling Family Responsibilities

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To Seek Security at The Segrust Group you will find that it comes in knowing that our thorough success process is a result of an experienced, knowledgeable staff providing comprehensive solutions to your needs.

To Pursue Growth through the Segrust Group, we offer you the opportunity to visualize your dreams, set a plan in motion, and let us manage the details so that you are on track towards your investment goals.

To Build Trust takes time and at The Segrust Group we are committed to making time for you. We will be listening to you, working with you and staying informed of the market and regulations so that you can rest comfortably knowing we have your best interest in mind.

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