Estate and Gift PlanningA little planning can save thousands of dollars!
You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money.
You may be surprised what your estate is worth. Add up the value of all your assets. Don't forget life insurance which may fall into your estate. If your total value exceeds the exemption amount, you should look into what a few simple planning techniques can save your family at estate time. In addition, there are some very effective estate planning ideas that can also cut your current income tax bill.
Click here to use an estate planning calculator to help you determine what your estate is worth.
Some planning possibilities:
For assistance with your estate planning, contact us.
444 Creamery Way, Suite 500 Exton, PA 19341
(610) 594-5000 Fax: (610) 594-5001
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