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FAMILY LEGACY UNITRUST EDGE

[ 0 ] October 23, 2013 |

Spectrum Financial Solutions, LLC Family LegacyWhat is a legacy?  To many people, it is the estate that they leave their heirs after their deaths.  It is the culmination of prudence, wisdom and intelligent financial planning and may provide one a great feeling of satisfaction.  However, a legacy does not necessarily need to start after our deaths nor does it need to be confined solely to providing assets and income for our heirs.

Summary:

The Family Legacy Unitrust Edge is a straightforward combination of three time tested financial planning tools joined together into one program in order to achieve optimum success for our clients who are concerned about charitable giving and income tax and estate planning issues. The designers of theFLUTE program have combined three basic, IRS codified concepts to avoid potential pitfalls associated with risky, “over the top” planning techniques that may be offered to wealthy individuals today.  Our opinion letter from PricewaterhouseCoopers, LLP bears testimony to this.  The cornerstones of theFLUTE are:  substantial ongoing gifts to charity, Internal Revenue Code based income tax deductions, traditional estate transfer techniques and organizations like Spectrum Financial Solutions, LLC to make them a reality.

Spectrum Financial LLC, Florida

Spectrum Financial Solutions, LLC located in New Jersey and Spectrum Financial Solutions, LLC located in FL have been assisting individuals and businesses with their financial challenges for over 30 years.  With an emphasis on partnering with the right professional, we offer technical help and  specializations to meet your every need. Retirement Planning in FL, Tax Planning in NJ and Estate Planning in NJ are our successful hallmarks.

Need to know about Privately Financed Universal Life Insurance in FL? Call us today. Family Legacy Unitrust Edge in NJ has been created to help families establish lifetime legacies in a unique manner that simultaneously addresses social and family needs. We’d like to make sure you know more. Applicable Federal Rates in FL affect many of your planning tools.

732-450-9530

George Klahre

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Spectrum Financial

Spectrum Financial Solutions, LLC located in New Jersey and Spectrum Financial Solutions, LLC located in FL have been assisting individuals and businesses with their financial challenges for over 30 years.  Do you need to know about Privately Financed Universal Life Insurance located in FL? Call us today. Family Legacy Unitrust Edge located in NJ has been created to help families establish lifetime legacies in a unique manner that simultaneously addresses social and family needs. Applicable Federal Rates located in FL affect many of your planning tools.

George Klahre
10110 SE Osprey Pointe Dr.
Hobe Sound, FL 33455
732-450-9530
Facebook | LinkedIn | Blog |  Email

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Category: About Us, Estate Planning, Family Legacy, General Information, George Klahre, CFP, LLC, Spectrum Financial Solutions

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