Estate planning is very important to helping preserve wealth for future generations. Helping your clients to determine their potential estate tax liability is a great place to start their estate tax plan
Insurance is often an important component in the estate planning process. After analyzing a client's needs and net worth, as well as retirement and estate distribution objectives, FNR Financial Strategies Inc assists in identifying the appropriate solutions to help meet current and future goals. We work closely with our clients' legal counsel and other advisors to assure the program selected consistently meets specified objectives.
Click here to watch an interactive video seminar so you can learn more about the issues of Esate Planning.