Listen to a brief story about a client who wanted to eliminate estate taxes and support her family and support favorite charities now and after she is gone.
Estate Tax Reduction
By David Cross, CPM®, CRPC®, CDFA®
David.Cross@us-am.com
David Cross is a wealth advisor with U.S. Asset Management, a Registered Investment Advisor. He holds the designations of Certified Divorce Financial Analyst, Certified Retirement Planning Counselor and Certified Portfolio Manager.
US Asset Management
All views/opinions expressed in this article are solely those of the author and do not reflect the views/opinions held by Advisory Services Network LLC. Advisory Services offered through U.S. Asset Management, a member of Advisory Services Network, LLC.
6600 Peachtree Dunwoody Rd | 600 Embassy Row | Suite 575 | Atlanta | GA | 30328
U.S. Asset Management is a fiduciary advisor offering portfolio management and financial planning services. We help clients make better decisions with their money and assist with overseeing every aspect of their financial lives. David Cross is a Certified Portfolio Manager, Certified Divorce Financial Analyst and Certified Retirement Planning Counselor.
U.S. Asset Management and Advisory Services Network, LLC do not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.
All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. Indexes are unmanaged and do not incur management fees, costs, or expenses. It is not possible to invest directly in an index.