Category Archives: Estate Planning

How to Make the Best of Inheritance Planning

    How to Make the Best of Inheritance Planning Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought of how to handle your new-found wealth can

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    Getting the best from a financial advisor

      Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor. What can your financial advisor help you with? Defining your financial goals and creating a step by

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      Revisiting your Estate Plan

        For most of the people, a watertight estate planning means finding the best ways to equip themselves for contingencies, reduce the tax liability for their estate, and signing up for investment plans to ensure that their money continues to earn money for them.

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        Estate Freeze

          Protect your heirs from steep tax burdens through executing an estate freeze. Contact us to learn how.

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