Your Dreams Matter
At the Law Office of Walter E. Bak, Esq., we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your estate and financial concerns.
Estate Planning Strategies
Our proprietary and singular process is designed to help our clients achieve simplicity and confidence during their retirement years.
Asset Protection Strategies,
Estate Planning,
Legacy Planning
It’s important to ensure that any remaining assets you’ve worked so hard for go to your beneficiaries instead of taxes. Toward that end, we will help you:
- Maximize your estate and income tax efficiency opportunities
- Protect any assets in trust and see that they are distributed to your beneficiaries probate free
- Protect IRA and qualified accounts from becoming fully taxable to your beneficiaries upon death
- Protect your assets from divorce, bankruptcy, liability, probate and Medicaid
- Estate administration
- Probate court avoidance
Estate planning services are offered through The Law Office of Walter E. Bak. The Law Office of Walter E. Bak is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer estate planning services. The estate planning services offered by The Law Office of Walter E. Bak are not subject to Investment Advisor requirements. Estate planning services are an outside business activity that are not supervised AEWM.
We offer services in these areas:
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Trust-Based Planning
Wills
Powers of Attorney
Give
Provide for the people and causes you care about the most.
How?
Wills
Estate planning and Insurance services are offered through The Law Office of Walter E. Bak. The Law Office of Walter E. Bak is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer estate planning or Insurance services. The estate planning and Insurance services offered by The law Office of Walter E. Bak are not subject to Investment Adviser requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
We also provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
