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  • Home
  • Executive Benefits
    • Supplemental Executive Retirement Plans – SERP
    • Split Dollar Loans
    • Deferral Plans
    • Welfare Plans
  • Revenue Strategies
    • Bank/Business Owned Life Insurance – BOLI
    • Corporate Owned Life Insurance – COLI
    • Insurance Company Owned Life Insurance
    • Managed Accounts
    • Guaranteed Income Contracts
    • Fee Income Strategies
  • Asset Protection
    • Estate Planning
    • Business Succession Planning
    • Key Person Planning
  • About
    • R. Scott Richardson, JD
    • Brenda R. Haag
    • Bruce F. Barge
    • Chris A. Richardson
    • Debra Hardimon
    • Fannie Mae Pantaleon
    • Gary Wilberg
    • Jeff Prescher
    • Joe Tripalin
    • Patrick J. Costello
    • Philip Aderton
  • Resources
    • Blog
    • Events >
      • 2019 Client Conference
      • History – Calendars by Year >
        • 2017 Client Conference
        • 2015 Client Conference
    • Video Education
  • Contact
IZALE Financial Group

Estate Planning

IZALE helps you find the right balance.

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Estate planning is all about getting the right assets to the right people at the right time, in the most efficient manner (i.e., with the least possible erosion from taxes). You also want to retain enough assets ensure that you have enough money to maintain the lifestyle you’re accustomed to. Finding the right balance is a complex proposition. 

The many facets of estate planning - from wills to trusts to deferred compensation -require high levels of expertise, and IZALE’s highly experienced, technically knowledgeable team is ready to assist you in creating a fine-tuned plan that protects everything you value, and takes care of everyone you love. And with an intense focus on tax reduction, we can ensure that your beneficiaries will receive what you intend for them to receive, in full. 

At IZALE, we work with you on a one-to-one basis to assess what you already have and where improvements can be made. Knowing and understanding you is the key to creating an estate plan that is uniquely geared to you and your family. We integrate our knowledge of your special circumstances with our extensive planning knowledge to create a plan that results in the maximum benefit being passed on in exactly the way that you choose, and work closely with your other advisors to ensure smooth implementation. 

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​Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account. 

Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.
IZALE Financial Group does insurance business in California as IZALE LLC Insurance Agency
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Scott Richardson at 855-492-5334 .