Estate & Legacy Planning
Few activities are more important, yet more intimidating, than planning for your own long-term security and the continued well-being of your loved ones. At Foley/Connelly, our Estate & Legacy Planning Services can help ensure that your business and belongings are passed on to your heirs in good financial health, while minimizing federal & state tax burdens. We offer a structured Estate Planning process that includes:
- Estate Preservation Strategies that focus on goal-setting to determine your personal and business wishes.
- Tax Reduction Strategies that can optimize preservation of assets and minimize tax liability*.
- Gifting Programs that help you give to the organizations, institutions and causes that mean the most to you!
- Charitable Giving Programs that allow you to leave a legacy that can impact others.
- Life Insurance Audit Services that will continually monitor and review your plan to make sure its being properly implemented and most importantly, that it fits your current situation!
CONTACT our independent qualified Estate and Legacy consultants for assistance in developing, implementing and managing your Estate and Legacy plans.
NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.
*To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.