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You Have Worked A Lifetime To Accumulate Your Wealth --

 

 Let F&IMA, Inc. Help You Preserve It For Your Heirs. 
Most people don't normally think of their possessions as an "estate," nor do they worry much about what will happen to it all when they're gone.

Most people just assume that their possessions will simply pass on to their families. However, at your death the federal government imposes an estate tax on all property in excess of $2,000,000* passing from your estate to your heirs -- as much as 50 percent of your hard-earned assets. In addition, estate taxes are due in cash within nine months of death. (* in 2006)

Do you realize that the Federal Estate Tax is usually the largest single tax payment a person will ever make? 

At F&IMA, Inc., we provide estate analysis and development of strategies and techniques for minimizing estate taxes and other costs. Recommendations are also made to assure that your estate is distributed according to your wishes.

Key Benefits

bulletReduce or eliminate Federal Estate Taxes
bulletMinimize Income Taxes
bulletTechniques to avoid probate including; costs and delays
bulletEnsure desired disposition of assets- peace of mind
bulletEnsure adequate income and liquidity in the event of death
bulletMaximize control
bulletEnsure adequate retirement income
bulletEnsure continuity in the event of incapacity
bulletMaintain privacy
bulletProtect assets from creditors and legal judgments

 

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Regulatory Disclosure Information
Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. FINRA web site is www.FINRA.org.  Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Financial & Investment Management Advisors, Inc. is not affiliated with Mutual Service Corporation or LPL Financial.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Copyright © 2000-2008 Financial & Investment Management Advisors, Inc.
Last modified: May 01, 2008