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Although you may not consider yourself wealthy enough to need estate planning - think again. If you have assets (including the value of our home, investments, jewelry) in excess of $625,000 in 1998 and increasing to $1,000,0000 in 2006 - the IRS says your rich. The excess amount is subject to estate taxes that may range from 37% to 60%. Combine these taxes with state taxes and income taxes on retirement plan distributions and your estate can be reduced by nearly 65% of its value.

Your Financial Adviser will work with you to develop a personal financial model to assess your estate value. Complex estate and income tax rules are considered to verify how best to withdraw funds from your various accounts. Finally, beneficiary designations and trusts are considered to protect the accounts from high taxation. As part of this service, your Financial Adviser will help you with the follow:

  • Prepare or update your will

  • Review your Federal Unified Estate and Gift Tax Credit

  • Monitor retirement plan assets

  • Review your account beneficiaries

  • Define liquid assets to satisfy estate taxes

  • Discuss the benefits of an irrevocable trust

Investors today need specific and unbiased financial advice when planning their estate. Only The Independent Adviser Corporation can provide that. Why not start the process and tell us your situation. 

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