Roadmap Financial

Learn how some America’s Wealthiest Families pass their estates on to their heirs in the most tax and cost effective manner.

Many times America’s wealthiest eliminate all or most of the taxes and cost to transfer their wealth. Sometimes, even increasing the size of their estates during the transfer.

Wills and trusts may only address specific issues and need to be reviewed and updated as your desires and situation changes or as laws change that may impact your future plans.

Many issues can still cause your money to fall through the cracks in places like your tax returns, risk exposure, fees and charges, low rates of return, large future income tax problems from your qualified or non-qualified money, protecting you from long term care, and lawsuits. Most of these are not addressed by having a living trust or a will.

Ongoing income taxes and especially significant taxes to your heirs are key concerns today and many people believe their wills and living trust or other estate planning addresses it and they find out too late they were wrong.

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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

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