Michael A. Cirino, CLU, ChFC®
One Independent Drive, Suite 2901
Jacksonville, FL 32202
904.380.4023
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Estate Planning

Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider:

  • Will and trust design strategies
  • Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan
  • Estate tax reduction techniques
  • Insurance analysis
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Charitable planning
  • Employee stock option optimization

 

Basic Estate Planning: Tips for Getting Started

A solid estate plan can help you attain your estate planning goals and objectives. Start building your estate plan here.

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Estate Planning Strategies

Minimize your tax liability while preserving your wealth. Find out how to structure your estate plan to do both, here.

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