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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 Estate/Inheritance Tax Statutes. Your involvement is key to establishing a successful estate plan which reflects your priorities and preserves your estate in light of established legal constraints. That's why we at Parker/Hunter, a division of Janney Montgomery Scott LLC offer you assistance.
Benefits of Parker/Hunter's 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
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