Wealth Management

Estate and gift transfer taxes may be the largest single tax expense your family will ever face. With transfer taxes running as high as 55%, you could lose more than half of what you’ve saved in your lifetime. It is never too early to plan for your retirement and your family’s future. We know the opportunities available to you - at all stages of your life.

Freed Maxick can help in your lifelong wealth management, through ways such as:

• Minimizing estate and gift taxes
• Determining a beneficial business valuation
• Management of lifelong cash flow
• Proactive retirement planning
• Selection of the right pension plan for you
• Optimizing charitable gifting
• Development and implementation of business succession strategies
• Effective use of family disclaimers after death
• Choosing the proper trusts for your needs
• Maximizing asset allocation strategies
• Development of individualized asset portfolios
• Designating a suitable beneficiary
• Tax-wise transfer of wealth to younger generations

At Freed Maxick we have the experience combined with skill to make sure your estate planning is effective and current. Let us help you manage your resources now, while you are in a position to effectively control them, so you can enjoy your retirement and provide comfort to your heirs.

Wealth Management Contacts:

Kathy Carey, CPA, CFP		Henry Koziol, CPA, CFP		Dave Bernardi, CPA, CFP
Director		Director		Director