Estate planning offers the chance to express who and what were important to you throughout your life. It is a responsibility shared by all individuals and business owners. For those in partnerships, it is wise to delegate the shares between rightful heirs, or how provisions will be made for the surviving partner to purchase the deceased partner’s half of the estate.
For family inheritance, to leave your home, multiple properties or assets to your child is subject to inheritance tax. Careful and proper planning can shelter all that you have from these taxes, and that’s where Diamond Shield Management can help. Estate planning can be an arduous and emotional process, and having a professional advisor guide you through it can make it not only easier but more effective. We help you understand the best solution for you, your family, your business, and the things that you hold most dear.