Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan.
Regardless of your overall net worth, there are several non-tax reasons to fully engage your advisor on the subject of estate planning. Beyond minimizing the tax bill, your advisor can help you craft an estate plan that addresses many vital issues, such as who gets what, when and how much.
Schmerling Financial Group will work with you to minimize income and estate taxes and help maximize the financial opportunities available.