Estate Planning

Estate Planning

The Legacy Maximizer™

Do you have current estate planning documents in place? Are your assets titled properly given the current (and ever-changing) estate tax laws? Do you want to avoid probate? Do you want to maximize a legacy for your family?

The Legacy Maximizer™ incorporates your wishes into your financial analysis, which may or may not include leaving a legacy. Depending on your residency, estate taxes can result in a significant – and unexpected – expense for many families and individuals. We will quantify your potential taxes and suggest ways to minimize estate taxes as much as possible.

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SKWealth will quantify your taxes and suggest ways to minimize estate taxes as much as possible.