Estate Planning

Estate Planning

Estate PlanningEffective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can outline and specify your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Premiere Retirement Planning and Wealth Management. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.
Tucson Office
1715 East Skyline Drive, Suite 101 Tucson, AZ 85718
Phone: (520) 780-9059
Mesa Office
2929 North Power Road, Suite 101 Mesa, AZ 85215
Phone: (480) 355-5245
Toll-Free: (800) 313-6659
Fax: (800) 391-7258
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