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.

Recent posts regarding Estate and Legacy Planning


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!