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8403 Colesville Road, Suite 845, Silver Spring, MD 20910

301.585.4701
info@baileywealthadvisors.com
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Estate Planning Strategies

Client Centered

Estate planning and wealth preservation are key to generational security. Our goal is to help you achieve financial security while maximizing the financial priorities you have for the next generation. There are a number of key areas to address today to help build that security including:

1. Review of wills and trusts 
2. Property ownership alternatives
3. Estate tax reduction techniques
4. Insurance analysis
5. Qualified plan distribution alternatives
6. Family-gifting strategies
7. Charitable planning
8. Employee stock options


Osaic Wealth and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances.


Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

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If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for our practice.

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.
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