• CONTACT US
  • CLIENT LOGIN

Aufman Associates Inc.

Financial Management | Personal Financial Counseling

  • Learn About Us

    WELCOME TO

    AUFMAN ASSOCIATES

    Learn about us

  • Our Services

    OUR COMPREHENSIVE

    APPROACH

    Learn about our services

  • Meet Our Team

    BALANCE OF EXPERIENCE

    THE AUFMAN TEAM

    Meet our people

  • How We Operate

    OUR PERSONALIZED

    STRUCTURE

    See how we operate

Concepts in Estate Planning

August 13, 2015 By Edward Aufman Leave a Comment

Estate planning is essential for successful individuals and families… and the planning focus can evolve based on the stage of life.

For young families, it is about who will care for their children. For couples, it is about providing for the survivor. And for older folks, estate planning is about the best way to pass assets to adult children and later generations. Charitable desires often play a role as well.

Two factors dominate the process: 1) passing the assets the way you want and 2) minimizing tax and cost.

Read full article here

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

ADDRESS

2200 Georgetown Drive, Suite 401

Sewickley, PA 15143

CONTACT

Phone: (724) 934-5600

Toll-Free: (888) 283-6260

Fax: (724) 934-5622

  • LEARN ABOUT US
  • OUR APPROACH
  • MEET OUR PEOPLE
  • SERVICE STRUCTURE
  • BLOG
© Aufman Associates Inc 2015