OVERVIEW

While we may not like to think about it, taking some time to plan for the inevitable can make a difference to the loved ones you leave behind. Having plans in place can reduce the potential impact of estate taxes and ensure that your wishes are carried out for providing for your children and future generations.

At Solenture, we understand that you would want to transfer your assets to the people and causes you want to support rather than to the legal or tax systems. Our team of dedicated professionals will work side-by-side with you and/or your personal advisors to develop a strategy that is unique to your circumstances.

Some of the estate planning tools available to you include:

• Wills

• Insurance (life, health and disability)

• Power of Attorney (durable power of attorney and medical directives)

• Revocable living trusts

• Irrevocable life insurance trusts

• Gifting strategies

• Charitable giving techniques

• Maximizing Federal estate tax exclusions

INNOVATIVE APPROACH

Solenture's innovative approach begins with an understanding of each client's individual needs and goals. This discussion allows us to understand your short and long-term objectives and provides us with information needed to begin the planning process. This planning involves reviewing your present will and estate planning documents, net worth, titling of assets, marital status, family situations and legacy objectives.

Our next step consists of an estate tax analysis. By calculating the potential tax liability and reviewing your distribution plan and individual family situation, we can help create a path for you and your family to maintain control of your assets in a tax-efficient manner.

The last step utilizes analytical tools to compare your resources and expenditures against projected economic and tax environments. The resulting models enable us to propose solutions to help you meet your objectives.

For more information on Solenture's Estate Planning Services,
contact us at 1-800-456-7226.

 

DISCLAIMERS

The material and analysis within this report requires careful review and consideration.  You, the client, should review it thoroughly with your personal tax and/or accounting advisors.  Solenture, Inc. and Solenture Advisors LLC are neither accounting nor legal advisors and you should not rely solely on this information for your final decision.

The above advice was not intended or written to be used, and it cannot be used, by you for the purposes of avoiding any penalty that may be imposed by the Internal Revenue Service.

The above advice was written to support the promotion or marketing of the transactions or matters addressed by the written advice, and, based on the particular circumstances, you should seek advice from an independent tax advisor.

Securities products offered through registered representatives of Mid Atlantic Capital Corporation (MACC). Member FINRA and SIPC. Solenture is not a subsidiary or control affiliate of MACC.
Advisory services offered through Solenture Advisors LLC., a registered investment advisor.