ESTATE PLANNING SERVICES
Click Here to read a review of our seminars on Estate Planning...
Click below to view our Estate Planning Presentation as well as an accompanying video called:
Stay Rich Forever & Ever with Ed Slott
DID YOU KNOW... The Federal Estate tax laws are scheduled to revert to the pre-2001 levels... 55% on estate values greater than $1 million. Furthermore, there is a reduction in stepped up basis on inherited property.
DID YOU KNOW... Your personal representative or executor must have the legal authority to act on your behalf in case of medical or other contingent situations.
DID YOU KNOW... That when you are creating your estate plan, you need to balance estate taxes, income taxes, and financial security for yourself and your beneficiaries.
DID YOU KNOW... It is possible not to pay ANY estate taxes with the proper planning!!!
ESTATE
PLANNING
IRS Circular 230 Disclosure:
To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice in this communication (including any attachments) is 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 transaction or matter addressed herein.
PFP Disclosure:
Professional Financial Planning, Inc. Jeff Burum, Pres. MA,MBA
6799 Bismark Road, Suite E, Colorado Springs, CO 80922
Phone (719) 596-3718 - Fax (719) 596-3719
Securities and Investment Advisory Services offered though The Leaders Group, Inc. Securities Dealer, Member FINRA /SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleon, CO 80120 303-797-9080
Notice: Neither The Leaders Group, Inc. nor TLG Advisors, Inc. is affiliated with Professional Financial Planning Inc. (PFP, Inc.) or Jeff Burum CPA MBA LLC