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Financial Services and Employee Benefits
Suite 830
990 Hammond Drive
Atlanta, Georgia 30328
-5511

(770) 804-5578
Fax: (770) 804-5631
Email: broth@fscadvisor.com



ESTATE PLANNING

"Over and over courts have said that there is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Nobody owes any public duty to pay more than the law demands; taxes are forced extractions, not voluntary contributions."

– Judge Learned Hand

Estate Planning involves providing for reduced taxes and transfer costs, adequate liquidity, and proper distribution of assets.

  • Estate Tax Planning – First and Second Death Analysis
  • Federal Gift Tax Planning
  • Custodial Gift to Minors Accounts
  • Section 529 Plans

*Securities and investment advisory services offered through FSC Securities
Corporation, member FINRA/SIPC, and a registered investment advisor.
Additional investment advisory services offered through Coordinated Capital
Corporation, a registered investment advisor not affiliated with FSC Securities
Corporation. Fixed and/or traditional insurance services offered through
Roth & Associates, Inc. Roth & Associates, Inc., is not affiliated with FSC Securities
Corporation or registered as a broker-dealer or investment advisor.
FSC Securities Corporation does not provide tax or legal advice.

Need more information? Contact us today ...

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