Successful estate planning considers the financial—as well as legal—consequences of many decisions. With a solid estate plan, your wishes can be executed while minimizing taxes to heirs, benefiting charitable organizations, and reducing the burden on a surviving spouse. As wealth advisors, we can work with your legal team and other professionals to help ensure that the financial aspects of your estate plan will operate as you envision.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Aspect Estate Planning
Document Review • Estate Tax Mitigation • Beneficiary Review • Charitable Planning • Proper Use of Trusts