An important part of the role that we serve is helping to alleviate some of the concerns that our clients have surrounding estate planning. Everyday, we work with people who are planning for this phase of their life. It’s natural that people have concerns, and often they are the same from person to person.


It might help you to know that just as you are not alone in your retirement and estate preparation, you’re likely not alone in the concerns you’re having with this type of planning as well. Fortunately, there are ways to help you feel like you’re doing the right thing by creating an estate plan and peace of mind for you and your loved ones.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Penny Lane Financial and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Penny Lane Financial LLC.