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Often people find their estate is worth more than they think – and that’s good. However, without a strategy, your assets can be greatly depleted by estate taxes, settlement costs, and other expenses you may not have expected. Our associates help coordinate the efforts of all your advisors—attorneys, tax advisors, and trustees—to ensure that your estate plan is designed to maximize benefits and minimize taxes.

No tax or legal advice is available through Guardian, its subsidiaries, representatives, agents or employees. You should consult your tax or legal advisor regarding your individual situation.

Third Coast Advisors is an Agency of the Guardian Life Insurance Company of America® (Guardian), New York, NY.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC, OSJ, 1166 Quail Court, Suite 100, Pewaukee, WI 53072, (262) 746-9270.

PAS is an indirect, wholly-owned subsidiary of Guardian. Financial Design Group, Inc is not an affiliate or subsidiary of PAS or Guardian.

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Important Disclosures

This material is intended for general public use. By providing this material, Financial Design Group, Inc. is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.