Estate Planning
Estate
Planning
We can help you plan your estate.
Estate planning is a crucial aspect of financial planning that often gets overlooked. It goes beyond financial instruments, addressing the human side of wealth management. By carefully planning the distribution of your assets, you can protect your loved ones, minimize tax burdens, and leave a lasting impact on future generations.
1. Will, Power of attorney, and Trust Creation
Craft a legally sound will and establish trusts to ensure your assets are distributed according to your wishes. We’ll guide you through the complexities, making the process straightforward and tailored to your needs.
2. Asset Protection
Safeguard your wealth from unforeseen challenges with strategic asset protection planning. Our team will help you navigate legal structures and measures to shield your assets for future generations.
3. Tax Efficiency Strategies
Minimize tax liabilities through proven strategies. Our experts will explore opportunities for tax efficiency, allowing you to maximize the value of your estate for your heirs.
4. Legacy Planning
Beyond financial assets, we help you articulate your legacy. Whether it’s supporting charitable causes, passing down family values, or preserving a family business, we’ll assist you in leaving a meaningful and lasting impact.
5. Access to Attorneys in all 50 states
For the more complex situations, we have access to estate planning attorneys across the entire US.
Insights
Harvesting Capital Gains vs. Roth Conversions
Typically, financial advisors recommend deferring income to a later date as a strategy to mitigate taxes. However, this is only effective when
Retirement Planning – The 3 Main Stages of Planning for Financial Independence
Key Takeaways: Need to speak with an advisor, click here to schedule a 20-Minute Consultation on Mike’s calendar now. Intro: Whatever stage
IRS Confusing Tax Policy That Could Affect Your Retirement or Future Generations
The New 10-year-Rule for Inherited IRA Distributions Intro: Fairness and honesty…I think these are things that most of us want in our
