Estate Planning

We can refer you to professionals to help meet your individual needs.

Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.

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An investment in knowledge pays the best interest.

Benjamin Franklin

January Economic Update

In this month’s recap: Equity and commodity markets experience major losses, the Fed sends a hawkish message, home sales improve, and the economy maintains its momentum.

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The Netzel News

In this Issue: Website launch and client portal. Economic recap for the week ending January 28, 2019. The 10/10/10 rule. Golf Tip and A Good Quote. NEW!! The Roxie Report. From the LEARNING HUB: Can You Psych Yourself Up to Save More? and Tax Considerations for Retirees.

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