Good Estate Planning does not mean reducing your estate tax liability. Good Estate Planning means passing your entire estate to the people you want to receive it, not forcing your dependents to liquidate your estate to pay estate taxes. We can help you accomplish this goal.
We will work with you to:
- Analyze your current estate.
- Perform a thorough estate plan review to determine your current and future estate tax liabilities.
- Provide you with various options and the proper vehicles to make sure your estate gets passed on to the people you want to receive it.
We will also help you get the legal and/or accounting advice you need after we jointly determine the best Estate Planning path for you to take.
The estate plan review is a no cost/no obligation service provided by The Guard Group, Inc. Contact us to work with you on your estate plan today.
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Securities and Investment Advisory Services offered through Allegheny Investments, Ltd., member FINRA/SIPC. Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 (412) 367-3880. Neil Merrell, Allegheny Investments Registered Representative. Allegheny Investments, Ltd. is not an affilitate of The Guard Group. |
