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Having an Estate Plan is one of the most important things you can do for your family. Putting a plan together is not solely about how to deal with estate taxes, it is about developing and implementing a plan to take care of your loved ones in the event that something happens to you. There are a variety of issues to address when developing an effective estate plan.
Estate planning requires the assistance of your attorney and CPA. Your Standard Investment representative can assist you and your team in gathering the appropriate records required for developing your plan and determining which estate planning strategies are best for your specific situation.
Your SICI representative can assist you in monitoring your plan and making the necessary changes as your life circumstances change.
Standard Investment offers the following Estate Planning services and products
- General estate planning advisory services
- Lifetime and charitable gifting strategies
- Tax efficient wealth transfer strategies
- Retirement fund distribution planning
- Wealth preservation strategies
- Private-business succession planning
- Family-trust planning
- Complex tax efficient estate plans for high net worth individuals
- Stock option exercise planning
- Investment management for nonprofits
- Planned giving consulting services
- Wealth transfer strategies
- Business succession planning
To contact Standard Investment Chartered, Inc. regarding any of its services, use the contact page.
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