Estate Tax Planning
At our insurance company in Mount Pleasant, we can help clients develop a plan that simplifies the transfer of their estate to dependents. Proper estate tax planning can use trusts to minimize or eliminate a client’s estate tax liability. Although we do not offer legal or tax advice at Coastal Living Consultants, we can work with clients and other professional advisors to develop a strategy that is appropriate for individual situations. By taking the steps to review an estate today, clients can protect their heirs from substantial delays, fees or taxes.