Estate Planning
In order to avoid taxation to an estate, there are various means that can be used to transfer assets to your beneficiaries. We begin planning your estate by gathering together your assets and liabilities as well as the cost basis in your assets. Lifetime transfers using either direct transfers or gifts or using a trust, combined with life insurance are some of the various methods used.
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* SII Investments, Inc., is a Registered Broker/Dealer through which securities we offer are processed. SII Investments, Inc., is a member of the Financial Industry Regulatory Authority and the Securities Insurance Protection Corporation, as well as a Registered Investment Advisor. SII Investments, Inc., R.W. Ramsay & Associates, Ltd. and Ramsay Financial Advisors, Ltd. are separate and independent companies. SII Investments, Inc. does not provide tax or legal advice, business consulting, or fixed insurance products.
