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You Have Worked A Lifetime To Accumulate Your Wealth --

Client Alert - Estate Tax Repeal

 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. (* according to the IRS in 2009)

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.

2009 Estate Planning Key Numbers

 

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

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®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Copyright © 2000-2009 Financial & Investment Management Advisors, Inc.
Last modified: January 13, 2010