Estate Plan

What should I do to minimize my Estate Taxes? How do I save on Income Tax?

Your professional tax advisor knows that serving your tax and estate planning needs can be a real challenge. Often, insurance planning is an integral part of the overall plan. Having a partner to assist your advisor with information on customized insurance solutions can be a real asset.

We Want to be That Partner

At Sarkissian Financial we formed the Tax & Estate Planning Group to provide specialized information about the role life insurance can play in helping you achieve your financial goals. We understand law, life insurance and accounting, and their link to complex tax and estate planning. More importantly, we know when, and when not, to incorporate life insurance.

We understand the importance of your relationship with your professional advisor and its confidential nature. Your advisor can rely on our team of professionals to gear quality information to your needs.

To let us be your partner, Contact an Advisor.