Estate Planning Strategies

Families with significant assets in businesses, real estate, or other income producing investments want to be sure to pass wealth to heirs in a tax-efficient manner.

It’s a nice problem to have and we are here to help you thoroughly explore your options. In addition to expertise provided by your other professional advisors, we’ll make sure your thinking allows you to dot all of the i’s and cross all of the t’s, such as:

  • How to ensure that your children/grandchildren receive an equal share of your assets.
  • The benefits of opening a trust account
  • Trustees: should you choose a friend, family member, associate or a corporate trustee?
  • The ins and outs of IRAs and estate planning
  • Your options when you inherit an IRA, and many more important matters
Retirement Plan Strategy

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