Financial Advisors in Toledo ADDRESS:
7135 Sylvania Avenue
Suite 2B
Sylvania, OH 43560

Email:
info@toledoretirement.com
 
 

Toledo Estate Planning

Did you know a lot of estate plans are not set up correct? Will your family lose a fortune?

Our in-house Ohio Estate Planning Attorney can help you create a lasting legacy. This is very unique, in the fact that often times the attorney and the financial professional never really meet, much less create a comprehensive plan based upon what is best for the client.

Get a free review of your estate plans and find out how to avoid the biggest estate planning mistakes. Here are some examples:

  • Your IRA could be a huge tax time bomb that currently isn't addressed in your estate plans.
  • If your estate plans don't have the proper documents in place you could run the risk of having your assets wiped out by a nursing home.
  • Our Attorney's Family Protection Trust, helps to protect your children from issues that can arise such as death, divorce, disabilty, lawsuits, and bankruptcy.
  • Through our Estate Multiplier System we can help maximize your family's wealth.

Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation.

Contact Us for More Information      
 
 
 
 
Financial service

Get free reports on little known strategies to help you survive and thrive in today's economy.

 
 
Financial Talk Radio

Nolan Baker is a financial talk show host on WSPD and WCWA. Listen to his radio show online now.

 
 
Nolan's column in the Toledo Free Press

Read Nolan Baker's most recent financial & retirement articles published weekly in the Toledo Free Press.