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Estate and Legacy Planning

Estate and legacy planning is a critical component of a comprehensive financial plan.

  • The rules and regulations that govern how estates are valued, taxed and distributed are very complex.

  • Are all pertinent documents current and signed?

    From helping to ensure that Beneficiary forms are executed properly and reflect a client’s wishes to developing a plan that minimizes tax exposure, Szarka Financial advisors help to ensure that your assets are distributed to the right people at the right time, with minimal tax liability and expense.

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Let’s get started! Szarka Financial advisors offer free, no obligation financial reviews to help make sure you’re on track. Contact us today to meet with a financial advisor soon!