Do you have a plan in place for continuing your legacy? Does your plan account for estate taxes — both federal and state — in order to preserve as much of your estate as possible for your loved ones?
Despite your best intentions, if an estate plan is not well-formulated, your final wishes may not be honored according to your wishes. If you die without an intentional estate plan, your assets will be distributed according to the probate laws in your state.
We can assist you, in conjunction with our estate planning attorney, with the evaluation of your particular set of circumstances and make recommendations on how to ensure your final requests are met, while lessening the problems your estate may face after you’ve passed.
We can also help minimize your overall tax burden by recommending appropriate income and estate planning techniques that will preserve capital for multiple generations. Using a focus on tax-efficient transfer of family assets and businesses, we can also help families like yours promote philanthropic objectives through planned giving, family foundations and charitable lead and remainder trusts.
More specifically, NW Tax & Wealth Advisory Group can assist you with:
To schedule a time to discuss your financial future, contact us at (800) 782-2136 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.