Wealth Transfer and Estate Planning
Using client objectives as a guide, Valley Forge Financial Group, Inc. (VFFG) will develop initial and ongoing need analysis, gifting strategy, plan design, implementation and administration. Specific attention is paid to:
- Minimizing Estate Tax Liability
- Preserving Family Assets
- Business Succession Planning
- Shifting Growth of Assets to Second and Third Generations
- Charitable Planning
- Creditor Protection Planning
We work closely with our clients' financial advisors and legal counselors to provide an organized and practical plan. We provide an annual review of the Estate Plan in order to monitor the constant changes in tax and economic environments and client goals and objectives.