Retirement Planning
Estate planning no longer means simply having a will. It means making sophisticated choices now, while you still can, that later will help to increase benefits and decrease burdens on your loved ones or favorite causes.
Solutions don’t have to be expensive or complex, but they do require proactivity now to prevent lost opportunities and regrets in the future. A free and complimentary review of your current options may reveal a wealth of potential solutions, including:
- Stretching your IRA to benefit children and grandchildren
- Providing for the education needs of future generations
- Using insurance to assist children facing high legacy taxes
- Protecting real estate from short sales to meet tax bills
- Transferring assets to your favorite charity or alma mater
The cutting-edge techniques available to protect your estate may seem complex, however the choice to take positive control over your future is often quite simple.
At PES we specialize in sophisticated strategies to help you achieve a legacy you and your loved ones can be proud of.
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FACT: If your estate has not been properly designed, the impact on your family can be devastating, because the IRS requires prompt payment of all estate taxes. If a sizeable portion of your estate is tied up in real estate (such as a home in California), your heirs may be forced to short-sell your property to cover the tax bill.
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