Estate and financial planning can best be done by a team of qualified professionals who work in concert to see to your needs. Phillips Harvey Group should be a key player on your estate planning team along with your lawyer, bank trust officer, insurance agent, and investment advisor. If you don't already have such a team lined up, we can assist you in forming a great team for your specific needs.

Phillips Harvey Group has knowledge of the tax implications of decisions you make in structuring your estate. We can help assure that you meet your estate planning goals of minimizing the taxes and maximizing the portion of your estate that passes to your heirs.

Estate and gift taxes may be imposed on the value of your property. You may be able to save taxes by making a gift of some of your property if it is likely to appreciate substantially in the future. If you have a number of beneficiaries in mind, a gift-giving program using the annual gift-tax exclusion may also help you minimize taxes on a substantial portion of your estate.

We welcome the opportunity to speak with you about your all your estate planning concerns and desires.

Please contact Debbie Harvey today (239-566-1600) for more information about our uniquely personal planning services.

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