Do you want to leave your family wealth or an estate? At Conner Ash, estate planning does not start when you turn 50 and, once completed, is never revisited. The estate tax rate can be almost 40% higher than your income tax rate. We consistently review and update your estate plan to meet your desires and match your financial position.

Whether it’s the utilization of the Unified Transfer Credit, a Family Limited Partnership, a GRIT or a GRAT, we will show you multiple ways to maximize the amount of wealth you can pass on to your heirs. True estate planning leverages the assets you own to increase the wealth that will stay in your family. Let us show you how.

For more information or to schedule an appointment, please contact Howard Rosen at (314) 205-2510.

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