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?

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You should always consult an attorney or tax professional regarding your specific legal or tax situation. NavStar Financial Services is not engaged in the practice of law. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through NavStar Financial Services. Securities transactions for Horter Investment Management clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions. Copyright 2016 NavStar Financial Services

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NavStar Financial Services


219 Williamson Rd.

Suite 2202

Mooresville, NC 28117


704 663 7482