Leinenkleider tweed Estate
& Distribution Planning
To Protect Your Spouse and Heirs
Robe trois trous manches trois-quart Making a will is important but only the
first step for most people's estate planning. It’s not just about making a will.
It’s about developing a personalized Estate Plan that takes into consideration
your needs and the needs of your heirs. For example, Revocable Living Trust's
† are often as important as a will for many families, sometimes even
for small estates.
We can work with you to develop a plan to minimize the impact of estate, income and inheritance taxes. We will also explore the advantages of trusts. We can help you plan the succession of your business. We will do it all with one objective in mind – effectively enabling your legacy to endure and to protect those you wish to pass assets on to.
If you are married do you know
the huge tax advantage of owning investments and some other assets as Community
Property with Rights of Survivorship and not as Tenants in Common? This
could be very costly tax wise if you own property as JTWROS.
We can advise you on:
Living and other Trusts
Living Wills (for health care)
Business Succession (for closely held companies and family owned businesses)
Beneficiary Designations for various types of accounts
†Trusts and other documents can only be prepared by a qualified attorney but we can give you advice.
We Take Your Financial Future As Seriously as YOU SHOULD !
Large enough to serve yet small enough to care
Committed to Success Through Client Satisfaction
Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investment advice is offered through Hutchison Investment Advisors Inc, a Registered Investment Advisor.
The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business or securities business in any states beyond the states in which associates of Hutchison Investment Advisors Inc. or Cetera Advisors LLC maintain registration.