Excess estate taxation can be avoided by simply titling your accounts correctly or changing the way you invest entirely. To succeed, you have to have an advisor who will help guide you through the third phase of your final life, "Distribution". When developing a written investment plan, your estate should be considered equally as important.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-342-SAGE (7243) today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
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Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.