Facing your own mortality is never easy, but by employing certain basic 
estate planning strategies, you can save your children and beneficiaries 
hundreds of thousands of dollars, not to mention, a lot of grief.  Examples 
of areas that I examine for my clients:

  • Titling of assets
  • IRA and pension beneficiary designations
  • The use of Trusts to reduce estate taxes
  • Using Family Limited Partnerships to reduce your taxable estate
  • Performing IRA minimum distribution calculations
  • Using life insurance to solve estate planning problems


 





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