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Lifetime Financial Planning Solutions, LLC Penny L. Wasem, CPA, CFP® 109 East Main Street, Suite 328 pwasem@lifetimefinancialplan.com
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Even though the federal estate tax exemption amount is increasing, and proposed to be eliminated in 2010, the future of the estate tax is very uncertain. An estate plan focuses on the proper distribution of assets, to make sure assets are distributed according to your desires. Estate tax is just a part of the estate planning process. Do you have questions about living trusts, charitable trusts, etc? An estate plan can answer these questions, and give you the peace of mind, knowing your wishes will be carried out.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. Send mail to
pwasem@lifetimefinancialplan.com with
questions or comments about this web site.
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