PLANNING YOUR ESTATE
You've worked hard all your life, made some solid financial decisions,
and have built up a fairly sizeable estate. You take comfort in
the fact that after you're gone, your family will live comfortably
and maybe even extend some of your wealth to your favorite charitable
organizations - all because of the assets that you've accumulated.
Now imagine a sizeable portion of that estate going to the Federal
government after you're gone.
If you own a business, you also need to consider what could happen
to it when you're no longer around. Life insurance can be used
to accomplish a number of planning objectives, such as estate
equalization. In any event, it's time to ensure that the things
you've spent your life building are passed along to the right
people by developing a comprehensive estate plan*. Learn how Allied
Roth can be part of that plan.
*Allied Roth advises you to contact your lawyer,
accountant, or tax advisor for a thorough analysis of your estate