An estate plan is the blueprint of your family’s financial future.
An estate plan is the blueprint of your family’s financial future. A well designed estate plan not only insures your family’s financial security after your death, but also helps to accumulate and conserve assets during your lifetime.
Estate planning addresses your legal and financial concerns, taking into account your personal goals and tax considerations. It takes advantage of existing tax laws and funding vehicles in order to reduce estate tax payments and to manage your property in an efficient and profitable manner. An effective estate plan will minimize estate taxes, provide liquidity to pay those taxes, protect your family’s income and direct the distribution of your assets.
At PFG Private Wealth Management, estate planning is a team effort involving the professional expertise of your attorney, accountant and other trusted advisors.