Regardless of your situation, it is essential to decide what will happen with your
estate in the future. Our goal is to consult with you and a team of trusted legal
and tax professionals to situate your financial and real assets to work towards ensuring
the smoothest possible transition for your loved ones.
We collect and analyze comprehensive financial and family information to develop
your estate plan. This is done with the mindset of achieving your desired disposition
goals and minimizing estate tax liability. You will be presented with several strategies
for cost-efficient transfer to desired beneficiaries and avoiding complications.
These strategies may include but are not limited to:
Experience Personalized Estate Planning
Victor Larsen, Principal CFP®, CLU, CPA
1250 NE Loop 410, suite 305 San Antonio, TX 78209 T (210) 340-2109 F (210) 344-8707