Plan Now. Retire Well.

Welcome To Generations Asset Preservation

Quite simply, we help people protect their assets and develop a roadmap to reach their retirement & planning goals. Our clients have worked hard all of their lives accumulating assets. Often times, these are in qualified plans (IRAs, 401(k)s, SEPs, etc.). Sometimes it may even be an inheritance.

That’s just the beginning. We will guide you and structure your plan in the most efficient and effective way. We are very mindful of many factors such as budgetary concerns, tax minimization, and estate planning issues. We will work closely with you to develop a genuine understanding of your retirement goals. Everyone needs a plan of action and a solid retirement strategy.

The end result of working with Generations Asset Preservation will be a lifetime of security and income and economic well being.

Retirement Planning

Retirement Planning

We Help People Who Are:

  • Thinking about retiring in the next several years
  • Imminently retiring in 6-12 months
  • Already in retirement
  • Concerned about risk in their portfolio
  • Looking to rollover an IRA, 401(k), 403(b), or other retirement funds
  • Looking for prudent ways to structure an inheritance

Estate Planning

Estate Planning

Especially as we get older and regardless of net worth, everyone needs an estate plan.  Here’s why:

    • You decide who gets your assets and when and how they receive them
    • Keep assets in the family
    • Loss of capacity or incompetence
    • Avoid probate and court costs
    • Medical decisions
    • Long term care expenses

Legal Planning

Often times there are a legal component to our services. Through our in-house affiliate law firm, many of our clients need to structure or restructure their estate plans to accomplish their goals. We will structure the proper and necessary legal documents to ensure all your wishes are carried out.

Retirement Security & Income Planning

Retirement can mean lots of different things to different people. For some people it may be traveling and spending more time with grandchildren. For others, it could be pursuing hobbies and perhaps a second career or even volunteering for favorite charities or causes. However, there is a universal truth that rings true for everyone. You only have one chance to get it right! Or to put it another way, you only have one chance not to screw it up! As you get closer to retirement, the margin for error narrows exponentially. An exposure takes many forms.

Useful Tools:

In making an informed decision about care options for your loved one it’s always best to have as much knowledge at your disposal. At Generations Asset Preservation, we pride ourselves in educating our clients about those options.

DOWNLOAD ONE OF OUR FREE REPORTS
Thank god we found someone like Dave Corman. My wife and I are hovering around the retirement thing. We were in need of help with estate planning and our many different IRAs. The Generations people have many resources. They were able to explain things in simple terms that anyone can understand. I would urge anyone that's thinking about retirement or need help with estate planning to give them a call. You will be glad you did.- - A.M.
It was about 17 years ago when I first met Dave. I had just put my husband into a nursing home and I was wondering how I was going to pay for it all. Well, Dave took care of everything and saved me a lot of money along with the house. And now a few months ago, I needed help on another matter. Not only did he come out to the house twice to address my problem, but he resolved a rather nasty problem with my insurance company. This is definitely one of the good guys!- - Barbara H.
I thank Dave Corman, and express my appreciation, for the family planning and support that he has provided. Dave is very personable, his knowledge and services are extensive. Over the years, Dave has provided many services for my family. We first met with Dave for a properly structured health care plan for my mom. Following this initial service, we returned to Generations for Estate planning, and most recently we met with Dave for our retirement planning. Generations definitely provided a ``One Stop Shopping`` experience for the preservation of our assets, and future growth using a Guaranteed Income Annuity through the Retirement Planning Service. I would highly recommend Dave Corman to anyone requiring these services.- - Paul T - Lawrence, MA
Deciding to place your elderly parent in a nursing home is a very difficult and at time gut wrenching decision to make. However, once that decision is made, than the hard work really begins; so many forms to fill out and all sorts of paperwork and financial documents to collect. The process can be overwhelming and all consuming. I was so lucky to have come across the folks at ``Generations``. They helped with all of the paperwork and explained, listened and assisted me all along the way. Placing my Mom in the nursing home was my FIRST right decision. ``Generations`` was the SECOND.- - ASG - Massachusetts
My mom recently made the transition from an assisted living situation to a nursing home. Navigating thru the process of consolidating bank accounts, IRA’s, retirement accounts etc, was made easier by Dave and his experienced team. The end result was Generations was able to reduce my mother’s nursing home bill by $6,000 per month! I owe him a debt of gratitude, (and a beer or two). Thanks again Dave!- - Mark W. Stoughton, MA
My husband is in a nursing home and my family was faced with an almost $13,000 monthly nursing home bill. As a couple with modest means, needless to say, this would have ruined us financially. I thought everything we worked so hard for all these years might be lost. I was referred to Generations Asset Preservation and they told me that not only can they save all of our assets; they could also drastically reduce the nursing home monthly bill. Although I was somewhat skeptical at first, I decided to proceed. I am more than happy to say that everything Generations promised happened and that the end result is more than anything I could have asked for. We were able to save our entire life savings and are now paying just over $500 per month to the nursing home. Moreover, my husband is getting the same level of care as if he were private paying almost $13,000 per month. The planning we did through Generations Asset Preservation was a godsend. I highly recommend anyone talk to them if they are faced with a similar circumstance.- - S.R., Hingham, MA

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