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Estate planning and wealth transfer generally involves your family and future generations, as well as any special interests or charities you may believe in.  We want you to feel secure after you’re gone that your money will go to the right people and/or places.  We can help you with this.

We will assist you in:

  • Minimizing the tax bite.  We can’t completely eliminate taxes, but we will work to ensure your assets are affected as little as possible and the maximum is moving to its intended destination(s).
  • Interpreting, organizing and coordinating your paperwork.  There are many facets of estate planning that need to be kept in order.  We will help you coordinate your powers of attorney, wills, trusts, beneficiary designations, etc.
  • Analyzing your insurance.  We will determine what type of insurance you need so you and your family will be taken care.  This will maximize the wealth transfer process.  Insurance, as it relates to estate planning, can either protect or enhance an estate asset transfer.

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 Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). Advisory Services offered through American Portfolios Advisors, Inc. a SEC registered Investment Advisor. American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.

This communication is strictly intended for individuals residing in the state(s) of AZ, CO, CT, FL, LA, MA, ME, NC, NH, NJ, NM, NY, OR, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.

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