With no certainty in estate tax rates, it is important to develop a financial plan that will minimize the effects of any estate tax and therefore maximize the wealth passed to future generations. SA Financial Solutions works closely with several estate planning attorneys in the area to implement trusts, wills or other devices necessary for effective planning.
When was the last time your reviewed your estate plan? Give us a call at (210) 497-8743 to schedule your no cost initial consultation to discuss ways to maximize your legacy to future generations while mitigating any effects of taxation.
