ESTATE PLANNING

Let us help you continue your established legacy.

Bauerle Financial takes the uncertainty out of Estate preparedness by discussing whether necessary legal documents are in place such as an up-to-date will, trust, healthcare directive, and Power of Attorney. Our representatives will coordinate meetings with your accountant, tax professional, and Estate and Trust attorney, or connect you with professionals within our own network for additional expertise and custody support of your plan of action.

Our team is here to facilitate meetings with your family and necessary outside professionals to address sensitive issues concerning your desires when it comes to your incapacitation, finances, personal healthcare, and funeral plans.

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ESTATE PLANNING

We're here to plan for the uncertainties of life.

Have you considered your legacy? For many people, family and charity are high on the list of those who should benefit from their lifetime of work. However, Uncle Sam also wants a piece of the action. Our advisory group is here to help you understand how your assets will be distributed under your current estate plan and existing tax law.

Cover It.

At Bauerle Financial, the estate planning process starts with a detailed understanding of your needs. We don’t lump you into a predefined group. Rather, we aim to learn about your specific needs and objectives and tailor a recommendation accordingly.

Anticipate It.

One of our estate planning professionals will gather information on your current financial situation, assets, savings and expenses, portfolio distributions, responsibilities, and more.

Obtain It.

We will use that information to prepare a personalized estate plan with clear, easy-to-understand information to help make any necessary transition that much easier. We firmly believe that education is key in the estate planning journey.

ESTATE ADVISING

Developing a plan for the best years of your life.

Our team will work with your existing financial professionals to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you cherish.

Do you want your former spouse to control the assets which are meant for your children? Without a simple will or trust, assets left directly to minor children will be controlled by the guardian of those children. Additional estate planning considerations include:

  1. Medical Power of Attorney: HIPAA law states that doctors are prohibited from discussing medical information without authorization.

  2. Durable Power of Attorney: Necessary to direct the assets of an incapacitated individual without court approval.

YOU'RE ALMOST THERE

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GET TO KNOW BAUERLE FINANCIAL

Our business has been family-owned and operated for 30 years.

Lake Mary Offices

1525 International Pkwy Suite 2021
Lake Mary, FL 32746

Hours
Monday–Friday
8am–5pm

Phone
(407) 878-1229

Bauerle Financial is a licensed CFP that excels in financial planning, retirement planning, tax planning, and estate planning. We believe that your health, family, friends, and happiness are more important factors to your quality of life than any economic ones.

Hours


Monday–Friday
8am–5pm

Phone
(407) 878-1229

Compliance

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