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  • What impact will your legacy have?
  • Will your assets avoid probate at your passing?
  • Are your loved ones informed about your final wishes?
  • Will your heirs receive benefits in the most tax-efficient manner?

Juniper Wealth Management will help you plan for wealth transfer, with the goal of making it successful and hassle-free. Developing a tax-efficient wealth transfer strategy is all too often an afterthought for those planning for retirement. This decision can impact generations to come – it’s time you put the best possible plan in place.

We work with Estate Planning Attorneys and CPAs to make sure everybody is on the same page with respect to helping you do things in the most tax efficient manor, and with financial solutions that match your risk tolerance, along with helping to ensure your estate transfers with minimum taxation.

We’ll walk you through the process and give you tips that can help you develop a plan that you and your family can be proud of. You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive legacy plan can provide you and your loved ones.

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The Little Red Book of Retirement: The Basics of Retirement Investing.

Our book is a complete overview of retirement planning that digs deeper than your age or how much money you have in your bank account. It answers a variety of important and often overlooked questions. Have you examined health care costs, long-term care or longevity? Do you understand how to make the most of your Social Security benefits? Where should you live when you retire, what purposeful work will you perform, and what will you do besides travel and golf? This book contains “can’t miss” information to help you pursue your goals and plan for the best retirement you can have!