Estate Preservation Planning

If you and your spouse should die without a proper estate plan, your children and grandchildren may need to pay as much as 55 percent of their inheritance to the federal government depending upon your year of death. That's why the Chapman Financial Group designs comprehensive estate preservation plans to carry out their client's wishes.

Our plans directly address the federal transfer system of gift, estates, generation skipping, and income taxes. Depending upon your needs our plans include:

  • Strategies to reduce estate taxes,
  • Charitable giving techniques with income tax savings, and
  • Continuation plans for family owned businesses.
The Chapman Financial Group also employs sophisticated techniques like family limited partnerships, Limited Liability Company, living trusts, generation skipping trusts and other vehicles of testamentary planning. The result is a plan that can practically reduce your estate taxes to zero and dramatically increase the amount your heirs receive.
 
 


3868 State Street, Second Floor · Santa Barbara, CA 93105
Phone 805-682-5578 · Fax 805-569-5582
 

The representatives of Chapman Financial Group (CFG) are licensed to do business in AZ and CA (Lic. #0D11445, 0381549 ) for Insurance and AR, AZ, CA, CO, FL, HI, IA, ID, KS, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, TX, VA, VT, WA, WI and WV for a securities business. Fee-Based Planning offered through Zenith Enterprises, Inc, a state of CA Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drv, Ste 300 Akron, OH 44333; 800-765-5201 www.FINRA.org Chapman Financial Group, Chapman Business Advisory Services, Zenith Enterprises, Inc. and Chapman Insurance Services are separate entities from ValMark Advisers, Inc. and ValMark Securities, Inc.

Any tax advice contained herein is of a general nature and is not intended for public dissemination.
Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein.
This advice is being provided solely as an incidental service to our business as
(insurance professionals, financial planner, investment advisor securities broker.)