Ensuring the future financial security and happiness of your loved ones is a great responsibility. Successfully transferring wealth during your lifetime while trying to minimize the tax consequences to your heirs is an important part of your estate planning process. Because the process can be very complex, you will want to gather the advice of trusted advisors, which should include your estate attorney, CPA and a financial advisor.

How Harborstone can help

Many Americans plan to leave money to their spouse, children or grandchildren without realizing they may also leave behind a significant tax burden. However there are some financial products that provide 100% of the proceeds tax-free to your beneficiary. At Harborstone our financial advisors can help you make choices that will also offer you current tax advantages while helping you ensure the future financial security of your loved ones.

Through Harborstone you have access to a wide array of financial products that can benefit you now and your estate in the future. To schedule a complimentary appointment with a Harborstone Financial Advisor, call (253) 589-8396 today.

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