Even a little tax planning can go a long way toward minimizing consequences and preserving your wealth. Our trusted, knowledgeable tax advisors can help you develop a tax plan tailored to your personal circumstances.
Specifically, our tax planning advisors will …
- discuss your financial options, pointing out those that offer tax advantages while accomplishing defined goals
- offer strategies for transferring funds and distributing assets to designated beneficiaries
- counsel you on how to reduce the tax burden on beneficiaries of your gifts or estate
Talk with us and let us show you how far good tax planning will take you.
I’d like more information on Tax Planning services from 1st Source.
Certain investments, insurance, annuities and/or mutual funds obtained through 1st Source Bank are NOT FDIC INSURED, not a deposit, not guaranteed by any bank and may lose principal.