You have worked hard your whole life and now it’s time to enjoy the fruits of your labor. Our Senior and Estate Planning Services enable you to enjoy your retirement.

We implement a plan to ensure you are generating enough income from all of your available sources while preserving your assets from potential creditors.

ATA Financial Group Senior and Estate Planning Services

  • Wills and Trust Planning
  • Asset Preservation
  • Income Generation
  • Long-Term Care
  • Medicare and Medicaid Planning
  • Legacy and Charitable Funding
  • Special Needs Plans
  • Gift and Inheritance Advice
  • Bonded Bill Paying