Life Stage: Estate Planning

A lifetime of hard work, good decisionmaking and solid financial planning have provided you with a financial legacy to leave to your children. This gives you the financial freedom to make careful plans, seizing every advantage in the intricate tax code to arm your family to go on safely and securely without you.

Here are some of the concerns worth talking about at this life stage:

• Setting up trusts
• Updating wills
• Gifting to relatives
• Reviewing investments
• Tax lowering strategy

Interested in learning more? Call McRae Capital to set up a free consultation today, at (973) 387-1080.

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