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IBC Bank Investment Services

Estate Tax Planning

Estate Tax Planning by IBC Bank
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.

Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor. 
 
Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
IBC Bank and IBC Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured IBC Bank deposits and are not FDIC insured. These products are not obligations of the IBC Bank and are not endorsed, recommended or guaranteed by IBC Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.