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.
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
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