The old saying goes, “nothing is certain except death and taxes.” Although we can’t do anything about the first part, we do have options regarding the impact of taxes in our lives. One of the most important steps we can take is to create an estate plan. A good plan can reduce, or even eliminate any taxes on your estate as well as your heirs.
In order to accomplish this, you need to follow two simple steps:
1) Actually create an estate plan
2) Work with a professional who can help you write a plan that achieves your goals
Now is a good time to make this happen. Contact me to get started, and let’s see if you can give a generous inheritance to loved ones and charity, and disinherit the government.
You can reach me at firstname.lastname@example.org or 262-677-4051.