770-321-6648

PROTECT YOUR FUTURE

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RETIREMENT PLANNING

Fixed / Indexed Annuities
Traditional IRAs
IRAs / Roth IRAs
IRA Rollover

401(k) / 403(b) Plans
Profit-Sharing Plans
Pension Plans

Split-Annuity Strategy
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions

ESTATES & TRUST

Living Trusts
​Estate Planning
Avoiding Probate
Family Limited Partnership
Charitable Giving
Charitable Trusts
Property Ownership
Federal Estate Tax
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INVESTING

Dividends
Mutual Funds
Fixed / Variable Annuities
Exchange-Traded Funds​​
Stocks & Bonds
Asset Allocation
College Savings Plans
Closed-End Funds

INSURANCE

Term Life Insurance
Whole Life Insurance
Business Owner Policies
Disability Income Insurance
Medicare Coverage
​Universal Life Insurance
Variable Life Insurance
Long-Term Care

TAX PLANNING

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Estate Tax
Capital Gain Tax
Retirement Plan Limits
Retirement Plan Taxes

Tax-Free Investments
Mutual Fund Profits
​Tax-Free Insurance Upgrades
Tax Strategies for Retirement

Gift Tax
Tax Deferrals
Charitable Trust Tax Benefits
Tax-Advantaged Investments

Munro Legacy Planners Affiliates

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Michael Bascom
Attorney

​Phone: 770-889-3911
Email: Mike@BascomLaw.com

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Ron Debranski
Attorney

​Phone: 770-926-1957
​Email: ron@debranski.com

State of Georgia & Florida
​Insurance Commissions

​Georgia: 404-656-2085
Florida: 850-413-3140