Legacy Planning

Legacy Planning

Is it possible to pass your estate to your heirs in a tax and cost effective manner? In many instances, there are tax-efficient and cost-efficient strategies to help reduce or eliminate the taxes and costs to transfer wealth, sometimes, even increasing the size of the estate during the transfer.

Wills and trusts address specific issues and may need to be reviewed and updated as your desires and situation changes or as laws change that may impact your future plans. Many financial issues could cause money to fall through the cracks in places like your tax returns, risk exposure, unknown fees and charges, low rates of return, large future income tax problems from your qualified or non-qualified money, protecting you and your family from long term care, and lawsuits. Most of these issues are not addressed in your will or trust.

Ongoing income taxes and especially significant taxes to your heirs are key concerns today and many people believe that their wills and trusts or other estate planning documents address these issues, and many times find out too late that they were wrong.

To help you become proactive with these issues today, we offer you our Complimentary Second Opinion Service. To request this service today, call 713.524.7500 or email us at appointments@jimsloan.com.

Jim Sloan & Associates and Global Financial Private Capital, LLC do not provide tax or legal advice. You should consult your own tax or legal professional on any such matters. If you don’t have one, we could provide a list of several to interview.

Have Questions for Jim?

If you have uncertainty or concerns about your financial future, we offer you a no-obligation second opinion on your current situation. To request yours today, please complete the form below.

At Jim Sloan & Associates, we offer you the following services:

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Financial Education In The Workplace

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Asset Protection

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Legacy Planning

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Retirement Income Planning

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Tax Management

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We can also refer you to professionals who provide the following services:

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Access financial guides and reports that address topics you should consider when making major financial and investment decisions.

Copyright 2016. All Rights Reserved. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Jim Sloan & Associates and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital, LLC. Jim Sloan & Associates nor Global Financial Private Capital, LLC offer tax or legal advice. Individuals are advised to consult with their own CPA and/or attorney regarding all tax and legal matters.

Jim Sloan & Associates and Global Financial Private Capital, LLC have no affiliation with the news agencies represented here and the views expressed do not necessarily reflect the views of Global Financial Private Capital, LLC. Jim Sloan & Associates and Global Financial Private Capital, LLC make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information contained therein.