Estate Planning


A plan to accumulate and distribute wealth in a tax efficient and organized manner.

You’ve worked hard your whole life to build up assets or a business.  You'd like to leave your company or assets to your children, grandchildren, or favorite charity.  Estate tax rates are continually changing with the rate of taxation after allowable exemptions starting at 45%.  Estate Planning is essential if your assets are fairly significant, the “success tax” can force your beneficiaries to have to liquidate assets in order to have the money to pay the taxes.  We strongly recommend Estate Planning to single people with assets over $ 1.5 million and to couples with over $3.0 million.

A complete estate plan may include:

  • Legal Documents
  • Asset Valuations
  • Ownership of Assets
  • Gifting Strategies
  • Family Business considerations
  • Review of Life Insurance  


Contact us for an Estate Analysis!

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Please carefully consider the investment objectives, risks, charges, and expenses associated with municipal fund securities before investing. More information about municipal fund securities is available in the issuer's official statement. You may obtain an official statement from the issuer or your financial advisor. Please read the official statement carefully before investing.