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 Estate Tax Planning 

Estate and gift taxes no longer apply only to the very wealthy. Increasing asset values for boomers and the likelihood of continued estate taxes necessitates some sort of planning.

The need for estate planning applies if you:

  • Have a large portion of assets in a retirement plan
  • Want to maximize the value of your estate
  • Have minor children who may require an appointed guardian
  • Are the beneficiary of a trust
  • Own a business

 

Learn more about strategies to attain your financial goals, such as Retirement Solutions, IRAs, Changing Jobs (Rollovers), Retiring (Rollovers and Immediate Annuities), College Savings, 529 Plans, and Financial Planning.

Contact a Financial Consultant to learn more


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Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA / SIPC. International Bank of Commerce is not a registered broker dealer and is not affiliated with LPL Financial.

NOT A DEPOSIT | NOT FDIC-INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY BANK | MAY LOSE VALUE

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.