Contact Kent Houck or John Gage to discuss the best policy for your situation.
“Legacy” Estate Planning Solutions can be provided by Kent Houck, Certified Senior Advisor, who has earned an outstanding reputation helping people manage their retirement years. A professionally designed estate plan can conserve and help protect your estate during your lifetime, and also help maximize the legacy you pass to your heirs by:
- Reducing your federal estate tax liability
- Reducing your state inheritance tax liability (in states where applicable)
- Conserving principal
- Avoiding costly, frustrating settlement delays
- Minimizing income taxes
- Reducing probate and administration costs
- Make sure your assets go where you intend them to go upon your death.
Call Kent today at 405-372-5343, ext 160.
Kent Houck - Ext. 160
John Gage - Ext. 190