(407) 628-8130

Estate Planning

The fruits and labor of ones’ entire life can sometimes be destroyed by the forces of estate tax and probate expenses. The primary purpose of estate planning is to ensure a systematic transfer of property to who you want, when you want and how you want.

Without a strategy to accomplish this, your heirs may encounter situations such as the inappropriate distribution of your assets, the care for minor children left in the hands of a court and settlement costs and administrative fees that can deplete the value of your estate.

Another important part of estate planning is to take the appropriate steps to ensure proper management of your financial affairs if you become disabled or terminally ill.

At Value Shield Capital Strategies® our financial representatives can assist in assessing the strength of your current wealth transfer strategy and can assist you through careful planning which could help secure the future of your estate.

Some of our services include:

  • Estate Liquidity Analysis
  • Asset Mapping
  • Wealth Shifting

Value Shield® Capital Strategies

1390 Hope Road, Suite 200 

Maitland, FL 32751 

407-628-8130

Note:
Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRASIPC. OSJ:5426

Bay Center Dr Suite 550 Tampa FL 33609
813-289-3632.

PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Value Shield is not an affiliate or subsidiary of PAS or Guardian.

Important Disclosures
2016-19555 (exp, 05/18)