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
Estate Planning
Avoiding Probate
Family Limited Partnership
Charitable Giving
Charitable Trusts
Property Ownership
Federal Estate Tax
Charitable Trusts
Property Ownership
Federal Estate Tax
INVESTING
Dividends
Mutual Funds
Fixed / Variable Annuities
Exchange-Traded Funds
Stocks & Bonds
Asset Allocation
College Savings Plans
Closed-End Funds
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
Whole Life Insurance
Business Owner Policies
Disability Income Insurance
Medicare Coverage
Universal Life Insurance
Variable Life Insurance
Long-Term Care
TAX PLANNING

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
Tax Deferrals
Charitable Trust Tax Benefits
Tax-Advantaged Investments
Munro Legacy Planners Affiliates

Michael Bascom
Attorney
Phone: 770-889-3911
Email: Mike@BascomLaw.com

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