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Daily Archives: May 10, 2018

Estate Planning Tax Strategies for High Income Earners and Executives in 2018-2019

Estate Planning Tax Strategies for High Income Earners and Executives in 2018-2019

BlogBy Infinitas TeamMay 10, 2018

Estate planning is an essential part of an executive’s wealth management strategy both while you are here on this earth and when your legacy outlives you. As a wealth manager to executives and their families, I am frequently asked about estate planning and how it fits into an overall financial plan.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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