Estate, Gift & Trust Planning Using Financial Harvesting@Home
By applying our proprietary Financial Harvesting @ Home Life-Cycle System we are capable of providing you with a unique set of services to help you, your family to become financially sustainable.
Even though every family is somewhat unique, they have goals in common which need to be tackled when it comes to Financial Planning Services. Our goal is to help you and your family to achieve those goals. We approach each family with an awareness of the special family dynamics which exist. Specifically, here are some of the services we can provide to you and your family:
Estate, Gift & Trust Planning
- Quarterbacking the entire process
- Tax Aspects (Estate Tax, Gift Tax)
- Coordination with lawyers
- Insurance for special needs trusts
Executor and Post-Mortem Planning
After a person has passed away, the role of executor will actively begin. The executor will now have alot of duties to perform. Among these are to see that a proper accounting is done and that the proper tax returns are filed. Therefore, it makes to contract with an outside CPA to provide the Executor with financial advice.