Estate Planning

 

Did you know current estate tax after exemption is 40%? Imagine 40% of your assets disappearing instead of going to your loved ones.

There are three places your assets go after you pass; loved ones, charity, or the government. We maximize the amount given to loved ones and charity while minimizing the amount going to the government. You've worked so hard throughout your life acquiring assets along the way, wouldn't you want your legacy to continue?

 

 Here are some examples of what assets are included in your estate:

  • Annuities
  • Bank Accounts
  • Bonds
  • Business Interests
  • Cash
  • CDs
  • Inherited Valuables
  • Life Insurance
  • Mutual Funds
  • Notes Receivable
  • Personal Property
  • Real Estate
  • Retirement Plan Assets
  • Stocks

 

 (State estate taxes depend on the state you live in)


Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.
OSJ: 1767 Sentry Parkway West Suite 200, Blue Bell PA.
267-468-0822 PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Comprehensive Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.

This material is intended for general public use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Important Disclosures

2015-6636 Exp 6/17

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