You may have accumulated a large net worth after years of hard work and effort. With this wealth comes the concern that the government will take a large part of the fruits of your labor or the worry that a family member will not properly manage your estate. At Honkamp, we share these same concerns. As a result, we have been helping clients with estate planning services for many years.
Our estate planning process has five goals that reflect your and your family’s best interests:
- Protecting your loved ones
- Reducing the estate tax burden
- Providing liquidity in your estate
- Ensuring competent asset management
- Directing the disposition of your assets according to your wishes
Estate planning may seem overwhelming, but it is necessary to protect your hard-earned assets from estate taxes or loss through improper management. At Honkamp, our estate planning professionals have years of experience helping clients protect their assets. As a result, our clients enjoy the comfort of knowing they are in control of their estate’s destiny.
Investment advisory services are offered through Avantax Planning PartnersSM
. Commission-based securities products are offered through Avantax Investment ServicesSM
, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Honkamp, P.C. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.