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Discover the benefits of enhanced planning.

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Learn how enhanced planning may help you:

  • Transfer assets efficiently
  • Reduce taxes
  • Leave a legacy
  • Preserve family harmony

Wills. Trusts. Beneficiaries.

These aren’t just for the ultra-rich. It’s a common misconception that only the wealthy need to bother with wills and trusts. The truth is, without careful planning, the family you leave behind could face unnecessary difficulties when it comes time for them to divide up your assets.

Leave a Legacy of Family Harmony.

It’s easy to think that your family will figure it out after you’re gone, and that may be true. But clearly communicating your wishes and setting things up to transfer smoothly may go a long way toward keeping harmony in the family.

No Plan for Your Estate? Uncle Sam Has One.

The government sets estate tax rates, but careful preparation can help you minimize the impact on your heirs. What’s your vision for your estate? Enhanced planning gives you more control over who gets what and how much – and that includes Uncle Sam.

 

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Bill Roach and Garett Holton offer Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Whichard Roach Financial is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Bill Roach and Garett Holton, independent agents. Whichard Roach Financial, Bill Roach and Garett Holton and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Bill Roach and Garett Holton, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Bill Roach and Garett Holton, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

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