Excess estate taxation can be avoided by simply titling your accounts correctly or changing the way you invest entirely. To succeed, you have to have an advisor who will help guide you through the third phase of your final life, "Distribution". When developing a written investment plan, your estate should be considered equally as important.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 248-641-3900 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.