Estate Tax Planning
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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
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