Passing assets quickly and efficiently to your heirs or charities takes sophisticated prior planning. In case like this we will surround you with a team of specialists each with their own specialized skill set that will be applied to all facets of your unique situation. There are many things to consider here. A shortened list follows:

• Taxes
• Long Term Care Costs
• Cost Basis of Stocks & Mutual Funds
• Probate
• Unified Tax Credit
• Life Insurance
• Charitable Giving

NEXT Financial Group, Inc. does not offer tax advice