Elder Law Services

Legal Strategies For the Senior-Most People In Your Life 
At Tradewell™ Tax & Financial, we believe Elder Law and Tax Law are an ever-important part of an overall retirement plan. Legal strategies can be developed for most of the major changes you or your loved ones might confront using our values-based, goal-oriented planning process.

With the assistance of Estate and Tax Attorneys located on-site, provided by Kirby Moss, our clients can work through a wide variety of outcomes that surround the special requirements of retirees:

  • Estate income and tax minimization
  • Incapacity planning
  • Elder and Long-term care
  • Wills
  • Generational gifting
  • Business succession planning
  • Family Limited Partnerships
  • Powers of Attorney
  • Trusts

Planning A Financial Estate

An estate plan, which ensures that goals are met after someone dies, typically includes: a will; assignment of power of attorney; and a living will or health-care proxy (medical power of attorney). Everyone has a unique goal for their estate, from providing gifts to leaving a legacy to their community or faith-based institution. Our relationship with Kirby Moss provides us a unique advantage in helping our clients create a comprehensive plan for their retirement.

Sharing the Wealth

Through our relationship with Kirby Moss we can introduce you to the benefits of Private or Community Foundations, Charitable Remainder Trusts, Donor-Advised Funds or Gift Annuities. Gifting strategies at end-of-life are of particular importance and may include UTMAs, Section 529 prepayment of tuition and college savings plans, and other gifts such as family limited partnerships or Grantor Retained Annuity Trusts. Incapacity planning addresses the presence of a durable power of attorney or successor trustee of a revocable living trust.

Tradewell Tax is not involved in giving legal advice. Mike Albertson is not an attorney. Any legal advice given is provided through qualified legal counsel.

Legal services provided by Kirby Moss. Kirby Moss is an independent attorney and not affiliated with TradeWell Tax & Financial or Secure Asset Management, LLC.

 

Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.

Wes Phelps is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.

Tradewell Tax and Financial is not affiliated with Secure Asset Management

Representatives of Tradewell Tax and Financial are authorized in states where they are properly registered. Mike Albertson: AZ, FL, IN, KS, KY, ME, MI, MN, NC, OH, SC, TX. Clients who are not residents of these states cannot be serviced.

This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Tradewell Tax & Financial is not engaged in the practice of law.

All insurance recommendations will be provided by a state licensed Tradewell Tax & Financial insurance agent.

There are no assurances that you will achieve your investment objectives. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions, or withdrawals may materially alter the performance of your portfolio. Past performance is no guarantee of future success. We provide no guarantee that any portfolio will match or outperform any benchmark.

Recommendations and advice are based on information provided by the client that is presumed to be accurate. The financial planning process is not stagnant and must be adjusted based upon changes in the client's personal and financial situation, liquidity needs, investment objectives, and risk tolerance. Clients are responsible for notifying us immediately if their personal and financial circumstances or goals change.