•You're aware of
your opportunities to transfer wealth to family members or charity,
while minimizing the impact of taxes - and you are taking full
advantage of them.
•You have life
insurance in place to cover estate taxes, and your policy is on
track to
pay out as your agent originally projected. If not, you
have a plan to make up for the
shortfall.
•Your financial
plan reflects your situation today - in terms of your heirs, assets,
who gets what and how taxes will be paid - not the way things where
5, 10, 15 years ago.
•Your attorneys,
accountant, and your insurance advisor are always in sync on every
aspect of your estate and
business transfer strategies. |
