The main purpose of your estate plan is to pass on your assets in a way that best achieves your goals and objectives. This includes making decisions on who you want to benefit from the assets in your estate, as well as how much control you want to retain over those assets after you’re gone. 

Minimizing the taxes associated with transferring your assets is critical to maximizing the legacy you leave behind. Planning techniques to mitigate taxes depend on the size of the estate, the type of assets owned, along with current State and Federal tax laws. 

Rialto Wealth Management is a fee-only, fiduciary, advisory firm based in Syracuse, NY. From financial planning to investment management, we help families across New York and beyond. We can be reached by phone at (315) 992-9129 or via email through our website’s secure and confidential contact page.