Estate planning isn’t just for billionaires. We’ll discuss this topic nobody likes to talk about and how an estate planning can prepare yourself, and your family, if/when that day comes. We will talk with you at a high level about the strategies involved with the estate planning process. It is important to clearly communicate your estate plan can help your loved ones make difficult transitions with confidence and protect their future quality of life. As Private Bankers, we will work with your legal and accounting experts to develop personalized strategies for managing your inheritable assets.
Good estate planning must satisfy many criteria. It must take care of providers during their lifetimes and offer a distribution strategy that will allocate assets quickly and efficiently to beneficiaries. It must be easy and economical to administer – and must take income, gift, and estate taxes into account. It must also pay special attention to the unique issues facing clients with large IRA or Qualified Plan balances.
At Jetway Financial, we know that life can change in an instant. We are always here for our clients to develop plans and to help implement them from one generation to the next. Our goal is to work with you to establish a solid foundation for meeting your financial needs. With our guidance and support, you can be confident that your the estate planning for your family will be well prepared for the future.
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