A comprehensive estate plan can ensure your hard-earned assets are transferred efficiently to your loved ones. In addition, combining estate planning with gifting strategies can yield many after-tax benefits and help you enjoy the retirement you deserve.
In this episode of The Jay Tyner Show, Eric Mattinson, Travis Lethco, and Matt Landon discuss 6 Gifting Tips for Estate Planning. Having worked with many of Semmax’s clients’ wealth management and retirement plans, they are well versed in helping you plan for your retirement, working hand-in-hand with unaffiliated estate planners.
▶︎ Still have questions? Contact us using the link to set up a 15-minute call with one of Semmax’s six fiduciary investment adviser representatives: https://semmax.com/contact-us/
▶︎ To view the article referenced in this episode, visit: https://www.retirementwatch.com/6-gifting-tips-for-your-estate-plan
▶︎ Click the link to get your complimentary copy of our featured booklet, “Are You Preparing For Rising Taxes?”: https://semmax.com/free-booklet/
These materials are for informational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal, or investment advice. Please consult a qualified professional before making decisions about your financial situation. Advisory services offered through Semmax Financial Advisors, Inc. a Registered Investment Advisory firm. Insurance products and services offered through Semmax, Inc. Tax services offered through Semmax Tax, Inc.
Past performance is not a guarantee of future results. All investments include some risk, including loss of principal.
Semmax, Inc. refers clients of Semmax Financial to Legacy Estate Services, an unaffiliated estate planning firm which contracts directly with attorneys to provide standard estate planning services at reduced rates for compensation. Any compensation will be specifically disclosed. For more information, please see Form ADV Part 2A, Item 10.