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Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

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  3. Estate Planning

Estate Planning

Planning for the transfer of assets at death is a critical element of retirement planning, especially if there are survivors who are dependent upon the assets for their financial security.  Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are transferred according to the wishes of the decedent. Larger estates may be confronted with settlement costs and sizable death taxes which could force liquidation if the proper planning is not done.

Estate planning areas that we will discuss include:

  • Creating a will
  • Health care power of attorney
  • General power of attorney
  • Living trust
  • Transfer on Death
  • Property tilting

If you are a resident of Grant County, WI and would like to see how your assets are titled please follow the link below. 

Visit Grant County Web Portal 

Individual Services

  • Investment Advisory
  • Retirement Planning
  • Tax Planning
  • Estate Planning
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Office Locations

Platteville

662 Hwy 151 E
Platteville, WI
53818 United States

Dubuque

2728 Asbury Rd, Suite 160,
Springs Bldg, Dubuque,
IA 52001

Sterling

2002 E. 5th St. Suite C,
Sterling,
IL 61081

  •  Tel: 608-348-2274
  •  info@rosemeyermg.com
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Investment Advisory Services offered through RMG Wealth Management, LLC
Securities Offered through Harbor Investments, Inc licensed in CO, FL, IA, IL, MA, MN, MO, NV, TX and WI

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