Estate Conservation

Planning your estate to conserve your assets is a complex subject, so it is important to work with the right team of professionals. We here at Mintco Financial, Inc. help clients understanding of the basics and offer products and services for estate planning. We work with many top level professionals to help design the right plan for you and your family.

Estate Conservation Basics to consider:

• Choosing your beneficiaries
• Parents with minor children
• Wills
• Living trusts
• Probate strategies
• Estate taxes and tax-reduction methods
• Trusts for people in second marriages, or for those leaving property to a disabled person
• Conservation strategies so your assets will go to who you want them to.

Although we are NOT attorneys or accountants, we have the financial background and experience to help guide our clients to the appropriate legal or tax counsel.

Our destiny is determined by the choices we make, not the chances we take.

The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.