We can refer you to professionals to help meet your individual needs.

Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.

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Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

This website is for informational purposes only. It is not intended to provide tax or legal advice. By contacting us you may be provided with information regarding the purchase of insurance or investment products in the future.

© 2018 Goodman Lifetime Wealth Strategies.

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