Make Your Estate Plan Tax-Intelligent

After reviewing your financial situation, we’d like to discuss formalizing your estate plan to provide for and protect loved ones in the most tax-efficient way possible while maximizing your legacy.

Even if you have worked with an estate planning attorney in the past to draft a will, trust, or powers of attorney, it’s important these documents be reviewed by a tax-intelligent financial professional.

By applying our knowledge of tax law and investment vehicles, we can help enhance the impact of your estate plan by:

• Leveraging gifting strategies to pass on assets in a tax-efficient way.
• Illustrating the impact of financial decisions on your cash flow today and estate tomorrow.
• Determining if the right legal guardians for minor children should also be the executor of financial matters for the estate.
• Helping to prepare heirs for their future inheritance.
• Planning for future charitable gifts from your estate, such as scholarships or community donations.
• Estimating and minimizing tax implications for the transition of your estate.

Without a tax-intelligent estate plan, your heirs could owe significant federal and state estate taxes and state inheritance taxes. However, together we can assemble a plan to minimize the income tax your beneficiaries might have to pay.

Please call our office at your earliest convenience to schedule a discussion about your estate plan. We look forward to helping you design a tax-intelligent strategy to preserve, protect, and pass on all that you’ve built.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives.  Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business.  This information is not intended as tax or legal advice.