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Financial and Estate Planning
Wealth Accumulation and Distribution
Estate planning in its traditional and simplest form refers to the orderly disposition of assets at the time of death. However, over time, estate planning has evolved into a lifetime process of working to achieve priorities and needs within the changing framework of the complex Internal Revenue Code and State Estate/Inheritance Tax Status. Your involvement is key to establishing a successful estate plan, which reflects your priorities and preserves your estate in light of established legal constraints.
Benefits of the Estate Planning Process include:
- Identification of the potential erosion of your estate by state and federal death taxes, and income taxes
- Increasing the value of your legacy with proper documents
- Exploring estate planning techniques including charitable giving, family gifts, living trusts, testamentary trusts and special needs
- Consideration of insurance products to solve future estate tax liabilities
Click here to view more information about the Financial and Estate Planning Serivces available through Janney Montgomery Scott LLC.
Locate a Financial Consultant near you.
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- Estate Planning: "Case-In-Point" Case Studies
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