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.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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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