Phone: 412-369-7170
Fax: 412-369-7270
joann@palmieriandassociates.com
Taxes
Retirement Planning
Wealth Transfer

ESTATE PLANNING/PRESERVATION

  • Wills
  • Power of Attorneys
  • Living Wills
  • Trusts

At a person's demise there are certain typical problems which, if not planned for, create a burden on those who are left behind (i.e. Financial burdens, Transfer of assets, Taxation, Care of a minor).

The importance of completing one's estate plan before it is to late cannot be over emphasized. Delaying this VERY CRITICAL FINANCIAL DETAIL until shortly before death or not at all can result in unintended Estate Tax Consequences.

TAX REDUCTION IS NOT AUTOMATIC

CAPITAL TRANSFER

With a Capital Transfer you make Every Dollar Count!!

  • You minimize the effects of taxation
  • You maximize the value of assets you earmark for the next generation

Taxes can dramatically shrink your legacy. But Capital Transfer eliminates the drain on your assets.

By implementing the Capital Transfer Strategy as a planning tool in your portfolio it will involve transferring capital from one asset to another. This process allows you to replace a "negative tax consequence" asset with an asset that provides a favorable after -tax result.

THE RESULT: PASSING MORE DOLLARS TO YOUR CHILDREN AND GRANDCHILDREN