We all have goals we want to meet during our lifetime. The education of our children, a comfortable and financially secure retirement and perhaps the purchase of a new home. The first step of estate planning is to plan for – and realize – these lifetime goals. This type of planning addresses the legal and financial concerns, taking into account goals and tax considerations. It also takes advantage of existing laws and funding vehicles to help save on taxes and help manage property in an efficient and profitable way during your lifetime.
1 The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. We are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.