They Say You Can Only Plan on Two Things Death and Taxes



So who can you trust to create your living trust Spiritus Financial Planning Inc., founder Mark Zaifman recommends estate planning attorney Rob Kenney as they recently have created a strategic alliance regarding the inevitable world of money, taxes and death.

Zaifman's8217;s thriving financial practice has lately seen much more sophistication in his clients.

's8220;People who do financial planning understand that after a lifetime of working hard and saving smart, the last thing they want to do is hand over huge portions of their estates to taxes or worse yet, to attorneys looking to drag out probate.'s8221;

As Spiritus clients have continued to ask Zaifman for this service, he knew he had to find a resource who would be a match for Spiritus's8217; clientele; a financially sophisticated, highly educated and business savvy group who are also smart regarding money issues. Kenney, with his legal expertise, strong tax background and easygoing style fit the bill perfectly.

The key reasons to have a living trust in place is not only to make it easier for your heirs once you pass on, but also to avoid huge estate taxes and long drawn out probate periods after you are gone. And now, Spiritus clients can feel secure in knowing that their financial future is in place, now and after they are long gone.

The alliance between Spiritus Financial Planning, Inc. and Attorney Rob Kenney provides a key service to Spiritus clients. Now they can begin and then complete the process of comprehensive financial planning and estate planning all in a one-stop-shop.

For additional information contact: Mark Zaifman at www.spiritusfinancial.com or Rob Kenney at 707-823-7533 or 415-892-1016.

Spiritus Financial Planning, Inc is a fee-only firm. Offering expert financial and tax planning advice to both small business owners and individuals nationwide, Spiritus has established a reputation of high integrity and affordable financial life planning.





They Say You Can Only Plan on Two Things Death and Taxes