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Retirement Planning

At Carlin Financial, the preservation and distribution of your estate, in accordance with your wishes, are of paramount importance. We review with you all scenarios associated with this aspect of your plan, to assure that your wishes and intentions will be carried out. All documents relative to your estate plan are thoroughly scrutinized:


• Beneficiary Designations


• Wills


• Powers of Attorney


• Living Wills / Directives


• Trusts


• Ownership Registrations


And more!


A review of these documents provides Carlin Financial the visibility to either confirm intent or serve as a basis for further discussion with your attorney.