Estate & Tax Planning in Denver

Estate & Tax Planning in Denver

Estate and Asset Protection Solutions: Protecting Your Life Savings and Legacy

It’s never too soon to begin planning for the efficient transfer and distribution of your estate. Estate tax laws are complex and how you manage your assets today will have a direct impact on your heirs and your Legacy. We can:

  • Design strategies to protect your estate from unnecessary fees and taxes.
  • Design strategies to protect your estate from in-laws and future spouses.
  • Design strategies to leave a legacy for your children, grandchildren, great-grandchildren and your favorite charities.
  • Health care costs could easily erode your entire life’s savings and estate. We can help you evaluate your finances to determine if you are a candidate to self-insure in the event of Long-Term Care needs or if purchasing Long-Term Care insurance makes more sense.

Click here to view/download the 2016 Tax Planning Guide.

 

Disclosure
Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.

Advisory services are offered through Townsend & Associates Inc., dba Townsend. Financial Advisors of Townsend are registered representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Townsend and Securities America, Inc. are not affiliated. Privacy Statement | © 2017 Townsend

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