The financial impact and tax savings from strong planning can be tremendous.  In many cases we have been able to help clients reduces taxes and help build their estate value, without adding new capital and reduced risk.
This email address is being protected from spambots. You need JavaScript enabled to view it. at 204-487-6331 to find out your personal situation.
Find out your personal financial future

• Are you retired or nearly retired? Curious about the likely size of your Estate?

• Do you want to see your likely lifetime tax bill?
  
  

Estate planning is all about preserving what you have worked so hard at acquiring, your wealth. It is often a complicated process and even intimidating, which is why we approach it in a step by step manner. We ensure that you are involved and understand the benefits of our proposed solutions.

The first step is to understand how much, if any Estate you will likely be leaving. From there we can work with you to both reduce taxes and maximize your Estate.

After all, once all of your expenses are covered off for the remainder of your life, the residual must be directed somewhere. We can help ensure your estate passes to your family or favorite charitable organizations according to your wishes.

Berard Financial Group can help you target an Estate that is commensurate with your wishes. We can help control risk and apply strategies that allow for significant capital appreciation and tax efficiency with significantly less risk than most mainstream strategies.

Other important aspects of estate planning may involve business succession planning or charitable giving.

If you have business holdings, these assets may comprise the most significant portion of your estate.

Issues include:

• Transfer of ownership

• Keeping the business in tact

• Liquidity

• Tax-efficiency
  
  

To find out more, please This email address is being protected from spambots. You need JavaScript enabled to view it. at 204-487-6331