Estate Planning

3 Generation of a family

A proper estate plan helps shelter your hard-earned assets and provide for your loved ones long term.

We believe that lacking an estate plan is the quickest way to erode your life’s savings. Citizen Advisory Group can assist you in creating and implementing a comprehensive estate plan with the following goals:

  • Use tax-deferred and tax-free financial products to protect your wealth from unnecessary costs at death*
  • Reduce the taxes and fees associated with an estate transition*
  • Ensure your heirs receive what you intended through proper beneficiary designations, probate protection, and tax-reduction strategies*
  • Cover final expenses and leave a legacy through life insurance
  • Facilitate legal documents such as wills, living wills, powers of attorney, and more*

For personalized guidance on designing and implementing a comprehensive estate plan, schedule a complimentary Estate Plan Review with one of our retirement guides.

* Advisory Alpha and Citizen Advisory Group do not provide tax or legal advice. Please consult with your tax or legal professional before making decisions relative to these topics.
Planning Team

We’re your estate planning people.

Kevin Bucher

Kevin Bucher

Kevin Bucher co-founded Citizen Advisory Group in 2006 to help area residents map out and implement successful retirement plans. Kevin serves as Chief Financial Officer and an Investment Advisor Representative under Advisory Alpha.

Peter Samenuk

Peter Samenuk

Peter “Pete” Samenuk is a financial planner and senior account manager with Citizen Advisory Group. Pete has been with the firm since 2010 and has a passion for helping people.

We are here for you today—and for your family tomorrow.