Services
We offer comprehensive financial care.
ESTATE TAXES
When you pass away as a U.S. taxpayer and your estate is passed on by will or not, if your estate value exceeds a certain level your heirs are subject to a federal estate tax. It is important to understand the laws and make sure that you have consulted the proper professionals to plan for the most cost efficient way to minimize estate taxes and pass the maximum amount to your heirs.
TRUSTS
Trusts are often utilized for both estate tax planning and wealth transfer. Properly designed trusts can help avoid costly probate and assure that your wishes are followed. As we help you create your financial plan, we will work with you and your Estate tax attorney and CPA to determine whether you need a trust as part of your overall plan.
WILLS
At the very least, most people should have a Will. If a person dies intestate (without a will) then the law and the courts will decide on the disposition of your assets. The probate proceeding can often be very time consuming and expensive. Since most of us know what we would like to happen with our assets upon our death, taking the time to address these issues will guarantee that your wishes are followed.
Speak With A Financial Professional
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Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.