Senior Strategies, LLC

Peggy Smithson

Peggy SmithsonI think of a Funeral Trust as the last piece of your "Estate Planning Puzzle."

Pre-funding your funeral with an Irrevocable Funeral Trust will give your family "Peace of Mind" knowing that the funds will be there to take care of your final expenses. You can rest easy knowing that you have created a legacy of love, not debt.

Because the policy is "owned" by the Funeral Trust, it offers tax-free benefits, can be used at any Funeral Home, and can be shielded from Medicaid and Nursing Homes in most states.

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Service Area

Proudly serving Southeast Fond du Lac, Dodge, Washington, Waukesha, Jefferson, Walworth, and Rock Counties.

Contact Us

Peggy Smithson
Senior Strategies, LLC

Phone: (262) 716-4301

W7306 R/W Townline Rd
Whitewater, WI 53190

Email: ift.seniorstrategies@gmail.com
Web: www.peggysmithson.com

About Me

I present Estate Planning educational seminars for small to large groups, and I am a presenter for an End-of-Life planning series. I have been in the financial services and insurance sales for over 10 years. My main focus for the past several years has been the Irrevocable Funeral Trust, Estate Planning Trust, Long Term care alternatives, and helping clients preserve assets that they have worked all of their lives to accumulate.