An Estate Plan is more than a set of documents. It is a way of preserving your lifestyle for you and your family. No two estate plans are alike, just as no two families are alike. We take the time to understand your individual circumstances and financial objectives, so that each of our plans is unique to your family’s circumstances.
Without proper planning, the government may take over half of your estate upon death. By taking advantage of tax strategies, you can maximize your estate growth, secure your future, and the future of those most important to you.
With our planning strategies, we will introduce you to time tested strategies with which you can:
Successful estate planning is achieved when one is secure in the knowledge that upon one’s passing, the client’s assets are protected, and subsequent transfer of those estate assets to his beneficiaries will be a seamless and cost-effective measure.
Your Balcom Investments team works in conjunction with various Estate Planning Attorney Associations. We coordinate financial and legal strategies in the realm of:
Our skilled team utilizes statutory basics, valuation management, and ownership management in the development of a pragmatic solution that can help you to achieve your goals. These solutions are often designed to increase the protection of your assets.
What Is My Current Net Worth?
Exit Strategies of the Rich and Famous
When Special Care Is Needed: The Special Needs Trust
Estate Management Checklist