Estate Planning...
You have devoted a lifetime of hard work to building a
substantial personal estate for yourself. Now you are
confronted with some critical issues.
Do you have an up-to-date estate plan to ensure an orderly
transfer of your estate to your family? Or will the personal
estate you have created disappear in a muddle of bickering and
taxes?
Do you have an estate plan that puts into place the right
people to serve as your executors or as guardians for your
children? Are you leaving these decisions to the good
intentions of your family?
Do you have an estate plan that protects your wishes
regarding your life support and other difficult health care
decisions?
You can protect what is yours, provided that you plan for
it and make the correct decisions. The current estate tax
rates go as high as 60% and could result in a substantial
portion of your estate going to the government at your death.
With proper planning you can reduce, and even in many cases
eliminate, your estate tax exposure and maximize the amount
passing to your family.
Of course, making well-informed decisions regarding your
estate plan is a crucial, but complex task. We would like to
help you meet your planning objectives in your estate plan
through life insurance and annuity products. Let's spend a few
minutes together to determine how we can help protect the
financial welfare of your family. Please contact us for an
appointment.
