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There are a variety of taxes and expenses that need to be paid at the time of death. The Conley Financial Group offers an estate planning process that acknowledges your financial success and can help ensure that you maximize your family's inheritance.

 Your First Steps To Estate Planning:

Organize your financial records.

Ensure that sufficient resources are available in the event of disability or death.

Decide who takes what, when, and how much.

Minimize exposure to transfer costs (taxes, court fees, advisor fees, etc.)

Minimize exposure to liability

The Conley Financial Group can assist you with:

Wills

Living Trusts

Estate Tax

Selecting a Trustee, Personal Representative, & Conservator

Call The Conley Financial Group at 314-444-4850 for assistance with your planning.

Neither Park Avenue Securities, Guardian, nor their representatives render legal

or tax advice.   Please consult your attorney, accountant and/or tax advisor for advice concerning your particular circumstances.

          The Conley Financial Group - All Rights Reserved 2009.