At MT Stuart & Company, our estate planning division focuses on identifying problems with current planning as well as helping the client explore the solutions available. We have found that many individuals and families who have had planning done, don't have it done as well as it can be. The savings in having the planning done as well as it can be is substantial in many cases. Depending on the situation, our expertise is in the areas of:
- Estate Tax Reduction Planning
- Business Succession Planning
- Retirement Planning
- Wealth Replacement Planning
Our commitment and job is to identify methods to improve the bottom line results for you and your family. When was the last time you had your wills and trusts updated? We work very close with attorney's and CPA's in putting together a complete and up to date estate plan. As a result of working with MT Stuart & Company, we will support you in making decisions by educating you, with respect to your choices relative to your goals and objectives.
With all of the changes taking place due to the, "Taxpayer Relief Act", there is a demanding need to be proactive with your planning. The longer you put the planning off, the more of what you created during your life-time is at risk to estate taxes.