Estate Plan Checkup
Give some thought to your estate plan. How do you want your assets to be distributed at your death? Federal estate tax may be a factor. Please call us for guidance on how to minimize estate taxes and probate costs, so that the maximum amount goes to your desired beneficiaries.
Examine Property Tax Bills
Examine your property tax bills and explore the possibility of challenging the valuation.
Budget vs. Actuals
Compare June income and expenditures with your budget. Make adjustments, as appropriate, to your July expenditures. Make sure you have invested your planned savings amount for June.
Investment Review
Review your investment performance for the first half of the year. Consider reallocating underperforming or low-yielding assets.
Silicon Valley
111 N Market St, Ste 300
San Jose, CA
Sacramento
Appointment Only
Join our Weekly Newsletter! We promise we won’t spam.
Copyright All rights Reserved. Financial Dream Team, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Financial Dream Team, USA, LLC is a registered business in Califronia. Provided content is for informational purposes only.