green tick  Definition:

Estate Planning

Did you know that estate taxes amount to up to 55% of the taxable estate and are due nine months after the death? At Keevily, we analyze all aspects of your life plan including what will occur with your estate and then develop a plan that is designed to provide liquidity and preserve your assets.


Back

For more information, please call (800) 523-5516 / (914) 381-5511 or click here to contact us.

placeholder

How can we help you today?* Brokers Access