At Phillips Hartman we understand that there’s no point in spending years generating a significant level of wealth to leave to your loved ones if you inadvertently leave 50%+ or more to the “tax man” upon your departure from this earth.
An astonishing 95% of the people we have spoken to have absolutely nothing in place to protect their wealth after death. With governments around the globe taking measures to make protecting your wealth increasingly more complex, it will come as no surprise to learn that one of your government’s largest revenue sources is, indeed, estate tax upon death.
At Phillips Hartman we believe that what’s yours should stay yours, and through a simple, straightforward consultation we can establish the best options for you. We truly believe that you will be amazed by what can protected and left for your loved ones as well as how simple it the process can be.