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IBC Bank Investment Services
Financial Planning View Financial Planning

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. 
 
Contact a Financial Consultant to learn more
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. IBC Bank and IBC Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using IBC Investment Services and may also be employees of IBC Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of IBC Bank or IBC Investment Services. This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Arkansas, Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia and Washington.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value