Creating a wealth protection plan for you and your family is not ruling from the grave; it is padding the outcome so that all that you have worked so hard to accomplish in your life continues as a legacy for future generations. A wealth protection plan is a roadmap outlining what you want to accomplish and offering options and solutions to address each goal.

Why should I consider this service?

• It is the responsible way to handle all that you have worked so hard for, regardless of your asset list or net worth.
• Your legacy may be in the form of a family farm, a hunting cabin, a family heirloom, or a specific monetary amount that is to be used to fund your grandchildren’s education.
• With a WPP, you can protect your family from situations or individuals they cannot control and yet still provide them with security and peace of mind about certain assets.
• You didn’t invest blood, sweat, and tears into a piece of real estate or handle your money responsibly during your life just to see it all disappear because of one bad decision or one bad influence in your beneficiaries’ lives.
• We discuss federal and Pennsylvania tax concerns and create solutions for issues related to the personality of each child, grandchild, or other beneficiary.

Steinbacher, Goodall & Yurchak strives to help you identify your concerns and goals and to provide options for you to achieve those goals. Our job is to balance all the tax and legal concerns and create the most effective plan that is specific to you and your family. Call us at 1-800-351-8334 and put us to work in developing a unique wealth protection plan that is customized to your unique needs, desires, goals and situation.