If Estate Planning is your next step, reviewing existing plans requires the active involvement of your estate planning lawyer and your CPA. The rules have changed. Now, in 2015 more than ever, the estate plan becomes an integral component of one’s overall business plans. It should consider your retirement and investment objectives and should also include an insurance policy audit. Working together, tax-efficient strategies and personalized solutions can be explored. Likewise, Advisors Trust suggests “Even though you may only be contemplating a change of domicile, or merely want to develop an income tax reduction plan, or revisit your overall investment strategy, or you’re seeking an evaluation of your trust life insurance; clients should ask their lawyer to review their Estate Plan and new 2015 Estate Planning opportunities”. To help you learn more, this would be an ideal time to utilize our Advanced Choice Technology program (ACT).
Registered Representative offering securities through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through Advisors Trust. Advisors Trust is independently owned and operated.