When it comes to minimizing your family’s tax burden, the work is best started while your mother or father are still alive. Since many of us will serve as executors for our parents’ estates, this means talking to them now about their estate planning and money management.
There are many ways to reduce tax liabilities or defer payment, especially when it comes to death taxes.*
Anil Vazirani, Rick Redaelli, and Jon Armstrong of Secured Financial Solutions ask: Want to make your assets tax efficient? Maybe you require some 2017 tax help!
Call 1-800-957-5604 x 200 to set up a Complimentary Strategy Session
RETIRE AND STAY RETIRED, SAFE, SMART, AND SECURE!
* See article: http://www.marketwatch.com/story/how-to-keep-your-parents-assets-from-the-taxman-2017-01-06