A recent probate and estate handling process leaves a woman unsure of the best options for her and her family. Susan's Story

Improper estate planning could have far-reaching and impactful financial implications for Susan. She wanted to make sure that her next steps considered every single variable, and that she would be able to walk away knowing that she had minimized her tax liability and taken care of any loose ends.

• Avoid improper and overly complicated probate and estate planning
• Help minimize tax liability for her estate
• Acquire guidance and information for both herself and her family’s liabilities

We performed an overall analysis of Susan’s existing portfolio by looking at her structured assets and evaluating the short-term and mid-term offsets of her tax liability. Along with other asset classes, we were able to free Susan and her estate from any tax liability. The Advisor Guide continued to work closely with Susan to prepare her and her family for any liabilities that they should be aware of in order to avoid any excess dues.

Susan was able to settle the probate and estate handling process with minimal tax liabilities and a maximized estate for both her and her family. She was also able to employ a strategy that accounted for her unique portfolio and ensured that she and her family had all the information they needed to make informed and sound decisions.