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Estate and Tax Planning

If you are not familiar with the laws regarding estate planning, it can be a complicated subject to say the least.  Currently, there is a $5M exemption per individual, assuming you’re a US resident, under law.  Therefore, if you are married, you can effectively get $10M out of your estate without incurring an estate tax.  The question is, have you set your estate up in such a way to take advantage of the existing laws?

There are many ways to accomplish this.  At Silverman Financial, we work very closely with estate planning attorneys to answer this question and potentially reduce the estate tax, if indeed this presents a problem to you.  We also work with your CPA as a team to create a strategy to take advantage of the law to save as much income tax as you can possibly save.  If you don’t have to pay the money to government and you can defer the income tax, you obviously are better off.  The question is, what is the best way to accomplish this? As part of our exclusive IPRO, independent personal retirement overview process, we will work with your estate planning attorney, or we will recommend one to you along with your CPA in order to get your estate and tax planning in the right order.

If you would like more information about how we can help you with your estate planning, please contact us today and set up an appointment with one of our experts.

Securities and Advisory Services offered through Geneos Wealth Management Inc., Member FINRA and SIPC (The materials at this web site are maintained for the sole purpose of providing general information about the law and do not under any circumstances constitute legal advice. You should not act or refrain from acting based on these materials without first obtaining the advice of professional legal counsel. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.) © Copyright 1998-2002 by Silverman Financial, Inc. All rights reserved. | Privacy Policy For comments and questions, please email marc@sfinancial.com