It doesn’t take long to deplete assets when confronted with the need for long-term care, medical expenses or other unforeseen demands. Additionally, estate taxes can greatly diminish the size of your estate upon your death, decreasing the amount of wealth passing to your family. The greater your assets, the more challenging it becomes to safeguard your wealth.
The unique pairing of PKS Investment Advisors LLC and our affiliated firm, PKS & Company, P.A. provides our clients with the financial professions required to transfer your assests in the most tax efficient manner. The resources available at PKS & Co, PA, not only include a team of highly experienced tax professionals, but also in-house counsel who is both a CPA and lawyer.
No matter where you are in life’s journey, it’s never too early to make a plan.
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Salisbury • Ocean City • Lewes