Legacy & Estate Planning
We Are Here to Help You
If you’re ready to start planning for your loved ones’ financial future, you probably have plenty of questions. The good news is that we have answers. We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate planning.
Here’s What Else We Do For You:
- Allocating assets to spouses, children, trusts, and charities
- Periodic review of estate planning needs as your family situation and finances change
- Gift tax strategies
- Business succession planning
- Trust administration
- Tax planning and preparation including estate, gift, and fiduciary tax returns
Advisory services offered through Keystone Wealth Advisors, an Investment Advisor in the State of Nevada.
don't your
Loved Ones Deserve Peace of Mind?
If you haven’t developed an estate plan, it’s not too late.
Call our office and schedule a consultation today because you and your loved ones have nothing to lose, but everything to gain.
thank you
for your interest
Please submit general inquiries by completing this form.
