ESTATE PLANNING

Providing for Future Generations

We understand that leaving a legacy and providing for those closest and dearest to us once we’re gone is important. Estate planning is an effective method to review your assets, consider how they’re structured, and how you’d like them to be distributed after you die. It’s just as important to provide for yourself as it is for the future. 

Having an estate plan to control the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. Our experienced team can create a personalized plan that can help preserve your assets, but also helps you share your wealth with the people and charities you care about most.

P R O C E S S

Great River Investments, LLC, will partner with you to:

  • Discuss the importance and structure of a will
  • Perform beneficiary reviews
  • Consider dependant's needs
  • Analyze tax planning issues (managing estate taxes and probate fees)
  • Review your executors and granted powers of attorney (POA)
  • Develop planning points for the preservation of your estate
  • Plan for the distribution of your assets - What do you want your legacy to be? 
Schedule your free consultation today!

Legal Disclosure

Securities and Investment Advisory Services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. Great River Investments, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Marvin Thomson at 319-576-2264 and mthomson@brokersifs.com. 

Check the background of this investment professional on FINRA's Brokercheck. 

2723 Mt. Pleasant Street, Suite B
Burlington, Iowa  52601
319-576-2264

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