ULTRA ESTATE PLANNING has been a leading provider of estate planning services to Union Members and Retirees. State Bar Certified Attorneys and Financial Planning Specialists utilize the latest in legal and financial planning tools to protect your estate from the government and market volatility.

 

ULTRA ESTATE PLANNING will teach group members how to plan for retirement. Here are the issues that are solved by...
Retirement accounts through your union or employer are IRS qualified tax differed plans code 401A, 401K, 403B, 457 or supplemental...
PENSION MAX – MALE AGE 62 – NON SMOKER – EXAMPLE Step 1 In this example the 62 year old...
Estate Planning Documents It is important to be proactive in your estate planning strategy; otherwise the government could be one...
YOU DO NOT HAVE TO SPEND DOWN YOUR ASSETS ON A NURSING HOME. YOU CAN ACCESS YOUR ENTITLEMENTS MEDICARE/MEDICAL TO...
In 1983 Congress passed legislation that up to 50% of your Social Security income could be taxed. That amount was...
LIFE INSURANCE IS TYPICALLY USED TO PROVIDE A TEMPORARY ESTATE FOR YOUNG FAMILIES IN THE EVENT THE BREAD WINNER DIES...
WHAT IS AN ANNUITY? AN ANNUITY IS A CONTRACT WITH AN INSURANCE COMPANY THAT PROVIDES CERTAIN BENEFITS IN EXCHANGE FOR...