Lifetime Financial Planning Solutions, LLC

Penny L. Wasem, CPA, CFP®

109 East Main Street, Suite 328
(Fairfield Federal Building)
P.O. Box 863, Lancaster, Ohio 43130  740.653.6339     

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.


To request information or schedule an appointment,

please call Penny L. Wasem, CPA, CFP at 740-503-2163

or email:  pwasem@lifetimefinancialplan.com

 
 

 

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.
Copyright © 2007 Lifetime Financial Planning Solutions, LLC