Estate Planning

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Understanding the process

What is Estate Planning?

Estate planning, in simple terms, is the process of figuring out what will happen to your assets after you pass away. Preserving your assets, protecting your best interest, and setting up the proper documents are all included in this process. Estate planning also encompasses planning for advanced directives, including advanced healthcare directives, living wills, and other documents to make your wishes and desires known when you are no longer here. This all sounds pretty complicated, but we can help you through it. It’s our desire to help you understand this process so you can set things up the way you want them.

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What Can We Help With?

As we mentioned, this process encapsulates a number of different documents. These include:
Foundational documents
  • Your Will
  • Financial power of attorney
  • Medical power of attorney
  • A Living Will (also called an advanced directive)
Living trusts
  • Irrevocable trusts/revocable trusts
  • Asset protection trusts
  • Real estate trusts
  • Special needs trusts
  • Educational trusts or student fund trusts
Life estate deeds
  • Transfer property to your beneficiaries

Reach Out to Us

Contact us to get this process started. During your meeting with us, we will learn about you and your unique financial situation. Then, we can work to understand your estate planning goals and try to help you reach them. We will also take time to explain estate planning concepts, and identify different options along with the pros and cons of each. Schedule a meeting with Compass Financial today: help us help you.

Reach out
couple meeting with advisor about estate planning
Contact Info
  • 10761 S. Saginaw St Bldg. B Suite D
    Grand Blanc MI 48439
  • 122 Uptown, Suite #204
    Bay City MI 48708
What We Do
Grand Blanc Office
Bay City Office

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IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

Ryan Brummans, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Compass Financial Associates, LLCand Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Compass Financial Associates, LLC, MI License #118186, and Ryan Brummans, MI License #0636770.

By contacting Matthew J. Balsbaugh/Compass Financial Associates LLC. Ins. Lic. #0118186 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.