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Investment Philosophy
Retirement Planning
Estate Planning
Charitable Giving
Your Other Advisors
Custody of Assets
Fees & Minimums

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Statements & Confirmations

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Annual Reports & Proxies

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Estate Planning: Family Wealth Management

A complete financial plan should include consideration of how you wish to dispose of your assets at your death. Bragg Financial Advisors will work with you and your legal advisors to construct and implement a plan to preserve your wealth for your heirs while minimizing your own tax burden.

This is what you can expect:

financial analysis of current wills and trusts,
review of your assets and their movement through the estate plan,
discussion of gift and estate taxes,
beneficiary designation,
planning for retirement accounts and IRAs

Additionally, advanced planning strategies will be considered including:

generation-skipping trusts,
preservation planning for illiquid estates,
conservation easement planning for landowners,
hedging techniques, such as option strategies and exchange funds,
charitable trusts,
and lifetime gifting techniques utilizing Family Limited Partnerships, Limited Liability Companies and Retained Interest Trusts

Again, as is the case with all of your financial goals, it is vital that we understand your estate planning objectives. Only then can we manage your assets effectively - to your greatest advantage and profit.