Asset Management, Inc. - Wealth Transfer

 

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Asset Management Inc.
109 Block House Rd.
Greenville, S.C. 29615
Office 1-864-675-1571
Fax 1-864-281-9662
e-mail - info@assetm.com
  

 

Wealth Transfer

At a person's demise there are certain typical problems, which if not planned for, can create a burden on those left behind. Planning for the ultimate transfer of our assets to our heirs is a responsibility of being a good steward of wealth. Additional and unnecessary death taxes may be paid as a result of improper pre-death planning.

Topics related to wealth transfer include

Please be advised that neither Asset Management Inc. nor any of its agents give legal or tax advice. This information has been derived from sources which we believe to be reliable but has not been independently verified by us. The opinions expressed herein reflect our current judgment and are subject to change without notice. We recommend that you consult with your tax advisor and attorney for complete details before making any final decisions.

Securities Offered Through Mutual Service Corporation, A Registered Broker/Dealer - Member NASD and SIPC

Asset Management, Inc. is not affiliated with Mutual Service Corporation.

 

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