Estate and Tax Planning
Estate Planning
You want to grow and secure your assets for future generations. We can help you by working closely with your attorney and/or accountant to develop and manage an estate plan customized to meet your specific objectives. Talk with us and let us help make sure your wealth endures.
Our estate planning services include…
- Goal setting
- Asset inventory
- Estate planning recommendations
- Business succession-planning recommendations
- Implementation and coordination with your other financial advisors
- Periodic review of your estate plan
Tax Planning
Even a little tax planning can go a long way toward minimizing consequences and preserving your wealth. Our professional and knowledgeable tax advisors can help you develop a tax plan tailored to your personal circumstances. We can show you how far good tax planning will take you.
Specifically, our tax planning
advisors will:
- Discuss your financial options, pointing out those that offer tax advantages while accomplishing defined goals
- Offer strategies for transferring funds and distributing assets to designated beneficiaries
- Explore ways to reduce the tax burden on beneficiaries of your gifts or estate
I’d like more information on Estate and Tax Planning from 1st Source.
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| May Lose Value | Not a Bank Deposit |
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