Estate Planning

The US Estate Tax laws changed again on January 1, 2013. The American Taxpayer Relief Act of 2012 'permanently'established an exemption of $5 million per person for US citizens and residents with a maximum tax rate of 40%.

Integrity Financial works with your attorney and accountant to discuss, design, and implement the best estate plan for you and your family. After your accountant provides the numbers and your attorney has designed and drafted the plan, Integrity Financial will find the correct insurance product to implement the plan.