Estate Planning

Everyone has an “Estate.” Planning for guardianship, asset flow & protection, charitable giving & deductions, and tax implications can provide you with financial confidence knowing you and yours are covered. Having an Estate Planner well-versed in the said areas can make all the difference in your wealth management experience.

A knowledgeable and experienced Estate Planning advisor works to limit estate tax issues and costly probate court fees while protecting the things you hold dear. Ensuring correct asset titling and flow to your intended heirs or beneficiaries. Meanwhile, providing unique gifting strategies, incapacity planning, and intra-family planning techniques that most advisors are unfamiliar with.

Estate Planning Considerations Boyer Financial Services’ CERTIFIED FINANCIAL PLANNER™ professionals may utilize based on a client’s unique needs/goals:

  • Property titling for transfer at death
  • Estate Tax Compliance and Liquidity Issues
  • Gifting strategies, Gift Tax Compliance, and Calculations
  • Incapacity Planning
  • Taxation, Features, and Classification of Trusts
  • Charitable Transfers
  • Life Insurance in Estate Planning, Minimization of Estate Taxes
  • Intra-Family & Business Transfer Techniques
  • Generation-Skipping Transfer Tax (GSTT) Review and Implications
  • Post-Mortem Planning Techniques

The above considerations vary based on many factors and cannot be easily placed in motion for every client. However, the goal is to evaluate your needs and build an iron-clad estate plan to serve you and your heirs appropriately.

Boyer Financial Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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