Wealth Transfer Planning
We
provide our clients with options to minimize
estate transfer costs. Here are some of the wealth transfer planning tools
we use:
• Conversion of Taxable Assets to Tax Free
• Pension Retention
• Family Limited Partnerships
• Will and Wealth Preservation Planning
• Living and Generation-Skipping Trusts
• Grantor Retained Annuity Trusts
• Charitable Remainder Trusts
• Testamentary Planning
• Dynasty Trusts
• Financial Planning
Daniel A.
Bullard is a Registered Representative of and offers Securities
through The O. N. Equity Sales Company, Member NASD / SIPC. Life Insurance products and Securities
licensed in CT, NY, NJ and MA. Dan is certified to represent Connecticut Partnership for Long Term Care. Bullard Financial is independently owned.
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