At Precision Wealth we realize that the essential goal behind every estate plan is to help give our clients the resources they need. This may come with strategies designed for the management of one’s assets and the establishment of a financial plan for loved ones and worthy causes.
Whether your goal is to establish a trust, avoid Probate, manage taxes, designate a trustee and a plan of asset distribution, or more complex charitable planning, a team of qualified professionals can help design and implement your strategic estate plan. Common NAFEP services to consider include:
- Living Trusts
- Asset & Life Insurance Planning
- Long Term Care
- Charitable Giving and Charitable Remainder Trusts
- Irrevocable Life Insurance Trusts
- Family Limited Partnerships
- Qualified Retirement Plan Trusts
- Private Annuity Trusts
Please keep in mind that neither Parkland Securities, LLC nor its Representatives may offer tax, accounting and/or legal advice. Prospects and clients should contact their own advisors in these areas regarding their personal situation.