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Wealth transfer techniques that can help you achieve your goals in a tax-efficient manner

Ryan R. Miller

Estate and gift tax exemptions are scheduled to decline back to pre-2018 levels in 2026; however, many congressional leaders support lowering these exemptions, and increasing the tax rate, sooner.  There are many wealth transfer techniques that can help you achieve your goals in a tax-efficient manner, and we would be happy to talk with you to see if any of these could be beneficial for your situation.  The following video mentions a few estate planning tools that could help reduce estate and gift taxes.

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Transition from the asset accumulation phase, to the decumulation phase in retirement.

Eric Shetter

While you may have saved significant assets during your working year, you may be unsure of where the money will come from once those earnings years have come to a close and the traditional paychecks stop.  The following video outlines how advisors can help with the transition from the asset accumulation phase, to the decumulation phase in retirement.  The advisor can play a key role in assisting clients adopt a new mindset as they shift from a lifetime of saving money to using those assets to achieve their goals during the next stage of their lives.