Passing assets quickly and efficiently to your heirs or charities takes sophisticated prior planning. In cases like this we will surround you with a team of specialists, each with their own specialized skill set that will be applied to all facets of your unique situation. There are many things to consider here. A shortened list follows:
- Long Term Care Costs
- Cost Basis of Stocks & Mutual Funds
- Unified Tax Credit
- Life Insurance
- Charitable Giving
Contact the Financial Guys to discuss your investment planning needs in Buffalo, NY.
Peak Brokerage Services, LLC. does not offer tax advice