Retirement and Estate Planning Insurance
Estate Planning involves developing a "plan" that will accomplish the goals and objectives of an estate owner while living and at death.
These goals and objectives could include:
It is an on going process that involves the creation, conservation, and distribution of property. The "plan" could be as simple as having a will and life insurance, or could require the use of trusts, business continuation plans, or charitable arrangements among other concepts/products.
Horizon's specialized agents offer services to assist you with the first steps of estate planning.
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