How do you want to be remembered when you're gone?

It pays to look at your assets from an estate perspective. Do you know how many of your assets will be subject to federal and state estate tax upon your death? Did you know it can be as high as 45%?† A little planning now can pay big dividends down the road to your children and charitable beneficiaries.

We’re not handcuffed to traditional methods of estate planning; we can recommend strategies such as innovative trust designs, IRA Stretch options, and products that have built-in death benefits and offer tax-free distribution to your chosen beneficiaries. There are even methods to efficiently pass down wealth to future generations while you’re still alive.

You’ve worked long and hard to build your estate. Spend a little time protecting it for future generations.

† According to IRS publication 950, Introduction to Estate and Gift Taxes, revised September 2004

Advisory and planning services offered exclusively through appropriately licensed representatives of AIC.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before investing or sending money. Securities products are limited to residents of Ohio, Michigan and 11 other states where our representatives are registered. A representative from Creative Financial Partners will contact you to provide requested information.