NavStar Financial Services
NavStar Financial Services

Your Estate

Leaving a legacy may be one of the most important things you do in life. You may have reached the point where you have accumulated as much wealth as you can reasonably expect to spend. After all, you can only take so many vacations to Hawaii, or buy so many homes. What next?

You'd probably like to build a nice cushion in case times grow hard, provide for your family, and maybe support a charity of your choosing.

 

All of these are worthy goals. But in this competitive, litigious, and tax heavy world, your estate is under attack! Are you prepared?

Some of the smartest and wealthiest people in America have seen their net worth reduced by as much as 70% after federal and state estate taxes! 

 

Walt Disney paid nearly $7 million in estate taxes, about 30% of his net worth. John D. Rockefeller's heirs received an estate which had been reduced 68% by taxes. Elvis Presley died with over $10 million in net worth, yet his heirs ended up with less than $3 million- a 73% loss!

 

Does that sound good to you?

Fortunately, there are techniques through the intelligent use of trusts and IRS approved shelters that you can take advantage of to preserve your assets. We'll walk you through the process to preserve your estate, working alongside your tax professional and attorney, to design a solution that you, and your family will be happy with!

We consider the estate tax to be a "voluntary" tax for those folks who have made the effort to educate themselves and take action on the solutions available to them!

Like to know more?

Print Print | Sitemap
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and NavStar Financial Services are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Larry Jones and/or NavStar Financial Services are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Contact Us Today!

NavStar Financial Services

 

219 Williamson Rd.

Suite 2202

Mooresville, NC 28117

 

704 663 7482

 

e-mail:larry@navfs.com