No matter how complex your financial situation, you want to realize your dreams and your most expensive life projects. Your SFL advisor offers you sound advice to achieve them while protecting your well-being and that of your loved ones.
There’s more than just investments and insurance. There are your plans. Your dreams. Your life. We can help you channel every aspect of your financial life into a comprehensive wealth management strategy.
When you pass away, you are deemed to have disposed of all your assets at the fair market value. If you have a spouse, these assets can usually be transferred to him or her with no tax implications, meaning that any taxes will be deferred until your spouse’s death.