We understand estate planning can be emotionally difficult. Most of us put it off because it forces us to face our own mortality. But, estate planning is a critical part of ensuring your financial well-being and protecting your beneficiaries. It’s not just for the very wealthy. After calculating their assets, many people are surprised to find the combined value of their homes, businesses, savings, and investment accounts make them more vulnerable to estate taxes than they realize. In some cases, estate taxes can deplete an astonishing 50% of the total estate. Having a well-constructed estate plan can provide the liquidity your beneficiaries will need to settle your estate taxes, while minimizing their financial burden. By taking the appropriate steps now to develop a sound estate plan, it can provide effective preservation of your wealth to transfer to your heirs. You’ll enjoy the satisfaction and peace of mind that comes from knowing you’ve done all you can to take care of your loved ones.
Your enduring legacy starts here. At Diversified, we’re committed to providing wise and practical advice, drawing upon our years of experience to present you with the best financial and tax solutions for your unique circumstances. Feel free to reach out to us anytime. Rest assured, we’ll be here to help you and your family, today and in the future.
Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.
Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.