[vc_row][vc_column width=”1/2″][vc_column_text]Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. A major goal of estate planning is to minimize potential taxes without interfering with your other financial goals. Common estate planning issues addressed in the wealth management process include the transfer of wealth, minimization of transfer taxes, asset protection, charitable giving.[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_single_image image=”836″ img_size=”full” css_animation=”right-to-left”][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_single_image image=”837″ img_size=”full” css_animation=”left-to-right”][/vc_column][vc_column width=”1/2″][vc_custom_heading text=”What Is Included” font_container=”tag:h2|font_size:24|text_align:left|color:%23222222″ use_theme_fonts=”yes” el_class=”heading-left-black” tm_font_weight=”700″][vc_tta_accordion c_icon=”” active_section=”1″ css=”.vc_custom_1454491304689{margin-top: 30px !important;margin-bottom: 0px !important;}” el_class=”tm-accordion”][vc_tta_section title=”Transfer of wealth” tab_id=”1454489729889-5da3996e-32391454495114599″][vc_column_text]Wealth transfer planning involves the smooth transition and distribution of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Asset protection” tab_id=”1454489729984-4387acf0-534f1454495114599″][vc_column_text]An asset protection plan first identifies potential exposure and then identifies preventive tools and strategies to reduce exposure.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Charitable giving” tab_id=”1454489782095-7a413fab-c2531454495114599″][vc_column_text]Charitable giving is motivated by both personal and tax incentives. Congress encourages charitable giving through tax legislation that can minimize your income and estate taxes.[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1459324113770{margin-bottom: 0px !important;}” el_class=”tm-list”]For most people, estate planning will:

  • Give you more control over your assets during your life
  • Provide care when you are disabled
  • Allow for the transfer of wealth to whom you want, when you want, at the lowest possible cost
[/vc_column_text][/vc_column][/vc_row][vc_row css=”.vc_custom_1454568815265{margin-bottom: 60px !important;}”][vc_column css=”.vc_custom_1454405824475{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}”][vc_row_inner el_class=”primary_bgcolor bg-gradient” css=”.vc_custom_1456912709330{padding-top: 30px !important;padding-right: 30px !important;padding-bottom: 30px !important;padding-left: 30px !important;}”][vc_column_inner width=”1/2″][vc_custom_heading text=”Download Our Service Brochures” font_container=”tag:h2|font_size:18|text_align:left|color:%23ffffff” use_theme_fonts=”yes” tm_font_weight=”700″ tm_letter_spacing=”0″ el_class=”font-weight-700″][vc_custom_heading text=”This awesome service brings full interest information for your purpose” font_container=”tag:div|font_size:16|text_align:left|color:%23ffffff” use_theme_fonts=”yes”][/vc_column_inner][vc_column_inner width=”1/2″ css=”.vc_custom_1454405908035{margin-top: 0px !important;padding-top: 0px !important;}”][vc_column_text css=”.vc_custom_1454405995923{margin-bottom: 0px !important;}”]Download .PDF
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