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:
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Strategies to reduce estate taxes,
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Charitable giving techniques with income tax savings, and
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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/or 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. Securities offered through Registered Representatives of Walnut Street Securities, Inc. (WSS), Member FINRA & SIPC. CFG and its divisions are not subsidiaries or affiliates of WSS. This communication may not be construed as a solicitation to buy or sell any security. Investment in any security involves risk, including the possible loss of principal. Offer of services under this announcement is exclusively and strictly limited to legal residents of the states listed above.
