Estate Planning  

 An Estate Plan is an arrangement for the use, conservation, and transfer of one's wealth. Estate planning is essential for wealth preservation. In order to ensure that your family isn't burdened with heavy estate taxes after your death, it is important to protect your assets by having a firm plan in place. Life insurance should be considered an important part of this plan. There are a variety of strategies to protect your wealth, and some form of life insurance generally plays a significant role.

Consider this ... unless you plan your estate carefully, up to 50%of your assets can be confiscated by the IRS. What's worse, your beneficiaries must pay the entire amount within only nine short months after you're gone and they must pay in cash! So if your estate consists of assets, which are not easily convertible to cash, your heirs could be forced to sell the ranch at a substantial loss to settle your estate tax bill. With very few exceptions, proper planning can prevent the problems your family could face by inheriting your estate.

At The Ron Gambardella Agency...

our professionals specialize in assisting individuals and families in understanding estate tax consequences and developing strategies to efficiently and economically transfer personal and business assets from one generation to the next. We maintain extensive alliances with qualified advisors which include attorneys and accountants to coordinate solid and sound plans to solve our clients objectives. Whether it is simple solutions such as creation of a will or a trust, or whether you are transferring business or personal assets, we can assist in developing a sound strategy. Contact us today for more information.

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