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Our Planning Process
Wealth Management Presentation

 

Estate Planning

One of the largest tax liabilities ever paid is the federal estate tax. The key to effective estate planning goes beyond the management of tax liabilities. When we assist you in planning your estate, we help you consider the most efficient manner of distributing assets to various family members or friends. Whenever appropriate, we explore various strategies that will avoid the probate process. Of special importance can be the need to provide financial management assistance for family and surviving members. Historically, this was primarily considered an important need for minor children. We realize that all aspects of this important area need to be addressed in an efficient estate plan.


• Charitable and Philanthropic Planning
• Document review and recommendations
• Estate tax calculations, projections and analysis
• Cash flow analysis
• Strategies to eliminate and/or reduce tax
• Coordination with other advisors
• Coordinate with investment, retirement, and business
   planning
• Implementation assistance

Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

    

©2004-2017 The Physicians Wealth Management Group (R). All rights reserved.

Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) .

Kestra IS and Kestra AS are not affiliated with The Physicians Wealth Management Group.

 This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

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