Estate Planning Financial Advisors | William R. Pintaric

Estate Management

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

david.pintaric@securitiesamerica.com | (330) 519-5876