Introducing the SaveWealth
Estate Asset Analysis
Have you ever worried
what would happen to your estate if you were no longer around? SaveWealth
Financial is proud to introduce a new planning tool to help you plan for
the unexpected.
Called the SaveWealth
Estate Asset Analysis (EAA), this comprehensive report analyzes all of
your assets and how they are titled, revealing strengths and weaknesses.
The information presented in the EAA can help you defend your family against
taxes, inflation and probate.
The EAA, an exclusive
service of SaveWealth, is a customized 13-page report that demonstrates
what can happen to your estate if you should pass away.
The EAA reviews several
subjects, including:
- State
and Federal Estate Taxes Through 2011
- Probate
Fees and Calculations
- Projected
Family Income Requirements
-
Future Growth of Your Estate
This is NOT a generic
report. The EAA is tailored specifically for you and your family by financial
professionals, using your own valuations to compute taxes and income potential.
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