Did you know that up to 55% of your estate may go towards federal and state taxes without proper planning?  Have you considered how The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect your estate in 2002 and beyond?  If you own a closely held business will you have the liquidity necessary to pay the taxes due on the value of the business which will be included as part of your gross estate?  These are only a few of the questions that our estate planning services can address. 

Pace Capital Management offers estate planning, tax planning and generation-skipping transfer planning services tailored to their client’s specific needs.  Our Financial Advisors can help you in formulating an entire estate plan or assist in reviewing your current plan by offering recommendations to help preserve your wealth.