Estate

You have worked hard all your life to provide the best for your family and yourself. Yet, without protective steps in place, taxes could consume a large portion of your estate at death. That is why ASG has access to knowledgable professionals in current tax and estate regulations.

Working as a team with legal and tax advisors, we
develop an estate plan that allows you to realize your personal and business goals.

Since income and estate tax laws are constantly changing, our associates and strategic alliances with some of our areas top legal and tax professionals help us keep you abreast of how revisions could influence your estate plan. We actively ensure that your plan is current, efficient, and extremely effective in helping you accomplish your personal and financial goals.

Estate tax needs and philanthropic planning

With ASG’s community outreach, we have an inside view of nonprofits and other charities and can develop programs that perpetuate gifts of benefactors and donors to charities.

Most people know that you can gift cash, stocks, and bonds to charity and receive a deduction. However, did you know that it is possible to make such a gift, receive a current tax deduction, and create a flow of income from the charity? Using life insurance, this income flow can be leveraged to replace the value of the gifted asset for your heirs. This replacement vehicle can even be set up outside of your estate. You can do this with ASG, an experienced leader that can effectively handle your estate planning needs.

The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Asset Strategies Group resentatives are not authorized to give legal or tax advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal tax or legal counsel.