Minimizing estate taxes

The momentous issue of tax efficiency.

The proliferation of today’s estate taxes is a looming threat to any family’s nest egg. That’s why Essex advisors introduce this consideration in the earliest phases of client discovery and planning.

Working closely with your legal counsel and accountant, we’ll help to create a comprehensive strategy that aligns with your overall needs. Potential solutions and gifting strategies include qualified personal residence trusts (QPRTs), grantor retained annuity trusts (GRATs), foundations and charitable remainder trusts.

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016