Objectives: Protecting Your Interests
Protecting your financial interests is fundamental to every aspect of SML’s estate planning services. The majority of our clients have worked with their legal, accounting and other advisors to develop an efficient estate tax reduction plan that works for their family and business situations. They then begin developing an estate tax payment strategy to fund the remaining liability. This is where SML helps design a strategy to efficiently purchase a block of money that will be delivered, tax free, at exactly the time it is needed for estate settlement costs.
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