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  3. Estate Planning

Estate Planning

We will share with you how you may reduce your estate tax and probate consequences. Whether you are a parent concerned with providing for your children or a business owner concerned with succession planning, proper estate planning is the key to ensure that your goals are realized. We partner and welcome the collaboration and partnership with attorneys with many of these areas.

  • IRA Distribution Planning
  • Long-Term Care Planning
  • Gifting
  • Charitable Remainder Trusts
  • Family Limited Partnerships
  • Credit Shelter Trusts
  • Special Needs Trusts
  • Irrevocable Life Insurance Trusts

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Fairfield Financial Solutions

  •   2700 Kull Road, Lancaster, OH 43130
  •   (740) 687-5270
  •   janet@ronaldruffcpa.com

 

ValMark Form CRS (Customer Relationship Summary)  Form CRS Link #https://valmarkfg.com/site/wp-content/uploads/Valmark_Form_CRS.pdf

Securities offered through ValMark Securities, Inc., Member FINRA, SIPC
​Investment Advisory Services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor

Springside Drive, Ste. 300
Akron, OH 44333-0431
800.765.5201

Fairfield Financial Solutions, Inc is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

Securities offered through ValMark Securities, Inc., Member FINRA, SIPC
​Investment Advisory Services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor

Springside Drive, Ste. 300
Akron, OH 44333-0431
800.765.5201

Fairfield Financial Solutions, Inc is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

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