Almost every financial decision has some tax implication, and could affect your estate plan. Our method allows our advisors to work closely with your accountant and estate attorney to help you make decisions that help reduce your current and future tax burden, reduce exposure to estate taxes and probate costs, and preserve your estate for your intended heirs.
A good way to manage your estate is to evaluate your current plan every 5 years, or if there has been a significant change in your life.
Contact us for a complimentary, non-committal financial consultation today.
