Estate & Gift Planning

Estate and Gift Planning

Timely planning can save YOU thousands of dollars!

You can't take it with you but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money.

You may be surprised what your estate is worth. Add up the value of all your assets. Don’t forget life insurance, which may fall into your estate. If your total value exceeds the exemption amount, you should look into what a few simple planning techniques can save your family at estate time. In addition, there are some very effective estate planning ideas that can also cut your current income tax bill.

Looking for a little information on current topics? View the latest Tax and Financial News, or try our Financial Calculators.