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Estate Planning

Estate planning seems like a huge undertaking, but it’s quite manageable if you seek the help of a professional who has experience in the area. When Insight Financial Solutions provides estate planning strategies, we first talk about existing plans, desires for how you want your assets distributed, and any other concerns you may have about putting your estate in order. Then we work through your financial situation to estimate what your estate will be worth and what will be owed in taxes and probate fees. Finally, we discuss specifics about how you want your estate distributed and ways to ensure that heirs pay the least amount of estate tax possible.

Insight Financial Solutions can assist with:

Estate Conservation
Charitable Giving
Life Insurance Trusts
Wealth Transfer

Cary Eidsness and Kevin L. Price are Registered Representatives of and offer securities products & services through Sigma Financial Corporation Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of Colorado. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.