Estate Planning

The Rockefellers and Vanderbilts got to keep their fortunes - or give them away as they saw fit. You aren't so lucky. While the current administration is working to help fix the problem, we still have to protect your assets from becoming the government's asset ala the Death Tax.

"Estate taxes are wrong - you already paid state, federal and property taxes on your assets and now the government wants another cut?" - SKB

If you don't have a plan, now is a good time. If you have an Estate plan, is it current with the new legislation? Is it future proof?

Shannon has helped a number of Blythewood's wealthier residents pass their assets on to their children and grandchildren, as opposed to turning their life's work over to the federal government. Shannon Burnett can help you understand the ins and outs of:

"It hurts me to see families loose their life's work to the government for lack of planning. Let's sit down together for a free initial consultation and see how your plan is holding up" - SKB