banner0
banner1
banner2
banner3
banner4
  •  
  •  
  •  
  •  
  •  

Estate Planning

Estate planning is extremely important because, when you think about it, it involves protecting everything that you own for all of those people that you love.  And as the old adage goes, “…in this world nothing can be said to be certain, except death and taxes”; two reasons that make estate planning a very critical part of your future and financial planning.

We are an independent benefits brokerage and consulting firm, with no financial or sales quota ties to another entity.  We are able to provide an objective and thorough analysis of your current estate plan and make sound recommendations as a part of our Estate Planning Overview.

Our Estate Planning Overview includes, but is not limited to:

  • Obtaining a clear understanding of your objectives;
  • Providing an organized and realistic value of your asset inventory;
  • Performing a thorough analysis of your current estate plan and settlement costs;
  • Making recommendations/suggestions to reduce costs and taxes;
  • Developing a cost effective strategy for implementing estate planning changes;
  • Assisting with the implementation of an estate plan that will meet your objectives;
  • Keeping you informed on the changing estate planning environment

All estate planning overviews are personally handled by Jack Rehm, CLU, the President of Midsouth Benefits.  Prior to forming this company in 1990, Jack was an estate planning and employee benefits consultant for Merrill Lynch.  He brings a wealth of knowledge and experience to his work, and prides himself on remaining up-to-date and well informed in the general scope of the life insurance industry. He is very astute in the technical aspects that work to the benefit of his clients in the life insurance area, as well as in the much broader estate planning arena.

For more information about us, or how our estate planning services can benefit you, please contact us by email, or at 770.579.7099.
 

 

4994 Lower Roswell Road, Suite 5 Marietta, GA 30068
770-579-7099