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Estate Planning

You Have Worked A Lifetime To Accumulate Your Wealth

Let BEAM Help You Preserve It For Your Heirs.

Most people don’t normally think of their possessions as an "estate," nor do they worry much about what will happen to it all when they’re gone.

Most people just assume that their possessions will simply pass on to their families. However, generally at your death the federal government can impose an estate tax on all property in excess of $4,505,800* at a rate of as much as 40 percent of your hard-earned assets. In addition, estate taxes are due in cash within nine months of death. (* Individual, according to the IRS in 2019)

Do you realize that the Federal Estate Tax can be the largest single tax payment a person ever makes?

At BEAM, we provide estate analysis and development of strategies and techniques for minimizing estate taxes and other costs. Recommendations are also made to assure that your estate is distributed according to your wishes.

Key Benefits

  • Help reduce or eliminate Federal Estate Taxes
  • Work to minimize Income Taxes
  • Techniques to avoid probate and reduce costs and delays
  • Help to ensure desired disposition of assets
  • Help to ensure adequate income and liquidity in the event of death
  • Maximize control
  • Help to ensure adequate retirement income
  • Help to ensure continuity in the event of incapacity
  • Maintain privacy
  • Work to protect assets from creditors and legal judgments

This information is not intended to be a substitute for individualized tax, legal, investment planning advice. We suggest that you discuss your tax issues with a qualified tax advisor and your legal issues with a qualified attorney.

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