Investment Services
Estate Planning
For an individual whose estate has grown to exceed certain limits, several planning techniques may be employed to help reduce the amount of tax payable upon death or at the alternative valuation date.
The federal estate tax is an excise tax on the right to transfer property at date of death. The gross estate includes the fair market value of all assets owned by the decedent as of the date of death, including life insurance policies. The tax itself applies only to estates in excess of the unified credit equivalent, and transfers between spouses generally qualify for the unlimited marital deduction and are free of current tax.
Once the individual and their attorney have researched their estate, our office can help create a plan to help dramatically reduce the amount of tax liability. Securities America and its representatives do not offer legal advice. Therefore, it is important to coordinate with your attorney regarding your specific situation.
Securities offered through Securities America, Inc., member FINRA / SIPC. Advisory Services offered through Rice Investment Advisory Services, Inc. Bruce A. Rice, Representative and Anderson Financial, Inc. Erik J. Anderson, Representative. Rice Investment Advisory Services, Inc., Anderson Financial, Inc., Employee Incentive Plans, Inc., and Securities America, Inc. are separate entities and are not affiliated with any other entity named on this site.
The Investment Fiduciary standard of care applies to advisory services only.
Tax and Plan Administration services provided by Employee Incentive Plans, Inc.
Advisory Licensed in TX | Insurance licensed in FL, TX
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SC, TX, UT, VA, WA, WI
This is not a CPA firm
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