A Tax-Free Inheritance? Yes, It’s Really Possible. Explore Our Distinct Approach to Tax-Free Legacy & Estate Planning

After a lifetime of dedication and hard work, it can be an honor to leave your children a legacy. As you consider the possibilities, ponder these questions:

  • Does your legacy and estate plan take future potentially much higher tax rates into account?
  • How much of your legacy plan will your kids actually get to keep?
  • Will substantial portions of your wealth end up being paid to Uncle Sam in the form of taxes?
  • Are you confident your heirs can handle a lump-sum inheritance?
  • Will your plan provide for asset protection from lawsuits, divorce, bankruptcy, car accidents, business failures?
  • Who are the competent, proven and trusted advisors who will be there to guide your family when a moment of truth arrives?

You could give your children a tax free, asset-protected income stream – for life.

We invite you to learn about our Two-Generation Tax-Free Legacy Plan.

Protect & Preserve Your Estate & Legacy

Schedule a call or meeting with one of our estate planning professionals in Scottsdale or Prescott to learn how a tax-free inheritance is possible.

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