After sitting down and learning what matters to you, Jim will provide advice on the best pathway to your estate goals. Knowing that our clients work hard all their lives to develop their estate, our team will work with you to determine the best ways to handle its distribution. By working together, we develop a plan to handle your legacy to the best of your wishes.
Estate planning can involve a complex web of tax rules and regulations. Tax laws surrounding estate-planning concepts are subject to change please consult an estate-planning attorney prior to making any financial decisions. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice