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| Reduce or eliminate Federal Estate Taxes | |
| Minimize Income Taxes | |
| Techniques to avoid probate including; costs and delays | |
| Ensure desired disposition of assets- peace of mind | |
| Ensure adequate income and liquidity in the event of death | |
| Maximize control | |
| Ensure adequate retirement income | |
| Ensure continuity in the event of incapacity | |
| Maintain privacy | |
| Protect assets from creditors and legal judgments |
This information is not intended to be a substitute for individualized tax, legal, investment planning advice. We suggest that you discuss your tax issues with a qualified tax advisor.
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Send mail to sbordelon@fimadvisors.com with questions or comments about this web site.Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through LPL Financial, member FINRA/SIPC. Financial & Investment Management Advisors, Inc. is a separate entity and is is not affiliated with LPL Financial.The LPL Financial registered representative associated with this site may discuss and/or transact securities business with residents of the states listed in the following page: Regulatory Disclosure Information. Certified Financial Planner Board of Standards Inc. owns
the certification marks CFP®,
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