Distribution of Wealth at your Death

At Brooks Financial Services we help you Plan the Distribution of your Wealth at your Death in the Most Tax Advantaged way.

To help you Plan the Distribution of your Wealth at your death in the Most Tax Advantaged way we examine four areas:

• The Titling of your Assets
• Your Transition Plan for your Investment Portfolio to provide Continuity at your death
• The Distribution of your Wealth to your Spouse or Descendents in the most Tax Efficient Way
• Your Charitable Gifting Inclinations