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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.

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This website is intended for general public use and is for education purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.

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 a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Design Group, Inc is not an affiliate or subsidiary of PAS or Guardian.

AK insurance license - 78412, FL insurance license - P100903

2023-157308 Exp. 6/25

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