Our Wealth Transfer guide will show you how to:
Increase the size of your estate in a tax efficient manner
Protect your beneficiaries from being bumped up into a higher tax bracket
Avoid the “tax time bomb” that occurs upon your death
Hale and Associates
Financial Services and Estate Planning
CLICK HERE FOR OFFICE LOCATIONS
CA License #0G30788
Need Help Making a Financial Decision?
Hale and Associates does not warrant anything on this website, although we hope everything is accurate. We do not provide tax, legal, accounting, or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with a representative of Hale and Associates or your own financial professional about your personal situation before making any financial decisions.
INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:
Hale and Associates provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. Hale and Associates does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.
© COPYRIGHT SMP INTERNATIONAL LLC 2021. ALL RIGHTS RESERVED.