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Get a personalized plan and gain peace of mind knowing that your loved ones are taken care of.
Pension Maximization - Leave a tax-free benefit to your spouse/heirs.
Retirement Savings Planning - Eliminate market risk and protect your Retirement Annuity with a Guaranteed Principal and Interest Individual Retirement Account (IRA).
Estate Planning Documents - Protect your assets and family from Probate and Conservatorship Courts with a Revocable Living Trust and Power of Attorney Documents.
Life Insurance - Learn what kind of life insurance is right for your family in order to provide a temporary estate for your loved ones.
Medi-Cal Qualification - Utilize ULTRA's one-of-a-kind, proprietary system to shelter assets from a Medi-Cal spend-down and the overwhelming costs of nursing home expenses.
Secure your family's financial future today!
Your Team
ULTRA Estate Planning has been serving union members and their families for 30 years by providing estate and retirement planning solutions to ensure a worry-free retirement.
Contact us today by calling 800-280-0663 or email [email protected] to schedule a consultation to learn how we can help you and your family better prepare for retirement!