Broker Check

Services

How We Work

At Inheritance Planning Group, LLC we provide proficiency in the following areas:

Inheritance

Living Trusts

Probate Avoidance

Charitable Giving

Business Succession

Estate Maximization

Stretch IRA

Roth IRA

Special Needs

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

College Plans

Estate Plans

Money Management

Donor Advised Funds

Insurance

Insurance Planning

Life Insurance

Long Term Care Insurance

Charitable Trust Planning

Business / Key Person

Annuities

Retirement Income

Insurance in Trusts

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

bunger@upstreamip.com   |  716-698-8928