Estate Tax Planning
How would you react if the wealth you took a lifetime to build was quite suddenly reduced by half and distributed to others in a manner you never intended?
Estate planning is a crucial exercise for all individuals who care about making sure that:
- The maximum amount of their wealth is transferred to the proper heirs.
- A minimum of estate taxes are paid to the government.
- Assets are distributed with a minimum delay, and
- Each beneficiary's needs are properly provided for.
To set an appointment to discuss your individual situation, please call us at (800) 925-2050 or send us an Email.