Estate Planning

Protecting a lifetime of achievement.

With federal estate taxes reaching as high as 50 percent, a wealth preservation plan is a financial necessity. Fortunately, SilverStone Group experts can help you provide for the future of your family or business by identifying anticipated tax liabilities, implementing estate preservation strategies and establishing customized wealth transfer plans. We can also help you meet your philanthropic goals in the most tax-efficient manner.

Securities and Investment Advisory Services Offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. SilverStone Group is independently owned and operated.