Recommend Tweet Linkedin Experienced strategists you can count on.  If you look at the image, you'll see a chess piece - a knight.  Advanced estate planning is like a chess match with the IRS.  The chess pieces represent your assets.  The IRS - your opponent - is trying to capture as many assets as possible through various taxes.  Unless a strategy is carefully developed, taxes can have a dramatic impact on your estate.  Fortunately, in chess there are many winning moves with a good strategy.  Almost all chess pieces move linearly, in straight lines, except the knight, which moves in an L pattern and can jump over other pieces.  The skilled player uses the knight to protect the other pieces.  Likewise, in advanced estate planning there are many winning moves, but this needs to be thought through very carefully.  The Schwartz Group serves as your strategist, along with your advisors, to help you win your chess match. Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

Richard Schwartz, H. Ed Bishop, Matt Kodrea, David McFatridge and Walter Pulley are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Indiana, Arizona, New Mexico, Florida, North Carolina, Minnesota, Ohio and Illinois . No insurance business may be conducted outside this/these state(s) referenced.

Richard Schwartz, H. Ed Bishop, Matt Kodrea, David McFatridge and Walter Pulley are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC (Member FINRA/SIPC) a licensed insurance agency. In this regard, this communication is strictlyintended for individuals residing in the states of Indiana, Arizona, North Carolina and Minnesota. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The Schwartz Group is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Neither The Schwartz Group, its employees nor NYLIFE Securities LLC or its subsidiaries and affiliates render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.

Richard Schwartz, H. Ed Bishop, Matt Kodrea, David McFatridge and Walter Pulley are licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

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