Estate and Gift Planning Package

Below are some of the topics we can help with.

Understand how estate taxes are calculated in the state you reside and determine if planning is necessary.

Uncover the states that have favorable tax regimes for retirees.

Determine the options available to the surviving spouse to be sure the highest benefits are paid.

Discover the complexities of inheriting a retirement account and how to plan for your beneficiaries.

Determine how to provide for your philanthropic causes after you have passed.

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