Estate Planning

Estate and Trust Solutions
Protecting Your Legacy

It is never too soon to begin planning for the efficient transfer and distribution of your assets. Estate and tax laws are complex, in seemingly constant flux, and how you manage your assets today will have a direct impact on your heirs. We can:

Design trust strategies to protect your estate from unnecessary fees and taxes.
Provide ongoing care for elderly parents or special-needs children.
Develop a strategy to pass on your successful family business without burdening your heirs with potentially crippling tax liabilities.

Crescent Wealth Counsel

25150 North Windy Walk Drive, Unit 15 | Scottsdale, Arizona 85255

480-575-2784 | dgalda@crescentwealthcounsel.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Crescent Wealth Counsel are not affiliated.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, ID, MI, MN, NJ, PA, SC, TX, UT, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sterling Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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Crescent Wealth Counsel