Financial Advantage w/ Douglas Marion – Strategies to Preserve More of Your Wealth

Estate planning touches on more than just finances and legal documents—it’s about caring for the people and causes that matter most to you. Although thinking about the future, especially the end of life, can bring up complex emotions, having a plan in place offers peace of mind and helps ensure your wishes are honored. For those with significant assets, taking time to understand estate planning means you can pass along the most value to your loved ones while easing any tax burdens they might face. In the following sections, we’ll share practical, tax-smart estate planning strategies to help you support your family and community long into the future.

Tax Efficient Estate Planning Tips

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Investment Advisory Services offered through EverStar Asset Management, LLC., a SEC Registered Investment Adviser. EverStar Asset Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level or skill or ability