Estate planning today is more complex than ever before. The environment is dynamic, rife with unprecedented changes, uncertainty, and substantial opportunities. As Congress passes new laws each year, it has become essential to have a plan in place that is fluid and flexible.
We are currently in what might be considered a unique, opportunistic and perhaps finite time period where married individuals can effectively shield $10 million in assets from estate tax, but the time to act is now before this provision expires at year-end! Click here for The Benefits of Making Gifts Before 2013
The Estate and Trust Group, together with our affiliates and professional relationships, have the ability to coordinate the following services:
- full asset inventory and estate tax plan studies
- investment planning
- insurance planning
- engagement of the appropriate probate, estate and trust attorneys
- wealth advisory services
A carefully designed estate plan requires a comprehensive team of professionals. Our dedicated team employs a multi-disciplinary approach to help clients achieve greater financial security for themselves and their families. Through our affiliates and alliances, we work together to put personal goals into action, and ensure clients have the appropriate, tax, estate, financial planning and legal professionals necessary to set plans in motion. We would be pleased to meet with you to dicuss your personal tax and estate plan. Call us today!
As always, should you have any questions, please feel free to contact your trusted advisor at DiSanto Priest & Co., a member of the Bentley Group entities.
401.921.2000
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