Do You Know What Will Happen to Your Assets When You Die?
Do You Even Care? – Well You Should

Do You Know What Your Assets Are? You Probably Have More Assets Than You Think You Do ! Lets do a FREE Asset Analysis for You

Estate Planning Basics – Estate planning planning can be a complex task, a well-informed plan can make a big difference in what is left for your loved ones. Before you begin to take action on your estate plan, it’s important to understand the key topics that may arise as you address your specific needs.

  1. Talk with an experienced CPA/Tax Advisor/Financial Planner – Thats us ! Send me your contact info and I will get you started with a FREE Estate Plan Consultation – a $795 value yours at ZERO cost!
  2. Work with my team & I to:
    • Create your estate plan
    • Create the basic estate planning documents (eg a will, health care proxy, and durable power of attorney etc)
    • Advise/guide you on the complex tax issues.
    • Document & communicate your wishes clearly, avoid mistakes, minimize taxes



A Tax Effective Estate Plan that protects your Assets for your surving family is part of being Financially Fit !


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