Coordinated Estate Planning

What you value may be more important than what you own. To follow through on your commitments -- to yourself, your family, and your ideals -- you need to think ahead. A personalized estate plan is important in helping to protect your family and your legacy.

 

A well-constructed strategy can help address your specific estate planning needs including:

  • Minimizing income and estate taxes
  • Transferring wealth from one generation to the next
  • Developing charitable gifting strategies
  • Aligning existing portfolios and retirement accounts with your estate plan

We collaborate with your estate planning attorney to insure your estate planning wishes are integrated with your overall life plan.


Neither Full Spectrum Financial Group  and its employees,  NYLIFE Securities LLC, Eagle Strategies LLC or any of their affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

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