800 213-1164

Estate Planning*

Avoid probate with a Living Trust. Probate can delay assets going to your heirs for months or even years. Life insurance proceeds may be included in your estate upon death if your net worth exceeds certain thresholds. Consider having your life insurance policies owned by an Irrevocable Life Insurance Trust (ILIT). Living Trusts, ILIT’s, Charitable Trusts, etc, should be an integral part of your estate planning. Our Advisors will work with your tax or legal professional to assess your needs and make sure your estate has a smooth transition to the next generation.

*For estate planning please consult with your attorney and/or tax advisor.

Irrevocable Life Insurance Trusts (ILIT) can provide financial control and tax efficiencies. This video shows you how it works.

Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.

A Will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.

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1600 Parkdale Rd, Ste 201, Rochester, MI 48307
(800) 213-1164
Check the background of our affiliated Broker Dealer, Ausdal Financial Partners, on FINRA’s BrokerCheck.

INVESTMENT ADVISORY SERVICES OFFERED THROUGH CPR INVESTMENTS INC.  LOCATED AT 1600 PARKDALE RD, STE 201, ROCHESTER, MI 48307 (213) 1164.

SECURITIES SERVICES OFFERED THROUGH AUSDAL FINANCIAL PARTNERS, INC. MEMBER FINRA / SIPC, 5187 UTICA RIDGE RD DAVENPORT, IA 52807 (563) 326-2064.

CPR INVESTMENTS INC AND AUSDAL FINANCIAL PARTNERS, INC ARE SEPARATELY OWNED AND OPERATED AND DO NOT OFFER LEGAL OR TAX ADVICE.