Estates, Gifts, and Trusts Video
Estate Planning Essentials
To further empower you in securing your legacy, we examine the proactive steps involved in estate planning, including a detailed look at navigating wills, trusts, and tax considerations specific to small business ownership.
Estate Planning Services
Expanding on our commitment to personalized planning, we offer ongoing support and detailed strategies. Brady Ware’s advisors work collaboratively with your legal team to manage the complexities of asset transfer, business succession, and tax compliance, ensuring your plan remains effective over time.
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Proactive estate planning is key. Navigate the complexities with our guide. We outline the essential components to protect your legacy and provide clarity.
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Gain clarity on gifting and trusts with our informative video series. Mark Kassens provides valuable insights on asset protection, tax strategies, and the evolving regulatory environment to enhance your estate planning.
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Estate, Trust, and Succession Planning Services
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.