Are you retirement-ready?





Why plan an estate?

Estate planning is the process of creating a master plan for the disposition of assets at death.
When creating an estate plan, consideration is given to:

①   Limiting tax liabilities
②   Determining who receives the assets, when and how
③   Facilitating timely payment of estate obligations and taxes
④   Limiting costs of administration

Estate planning is a process not just for the wealthy, but for anyone owning property.

If the owner fails to establish how distribution should occur at death, state intestacy laws will determine distribution of the property. Intestate distribution frequently does not match the owner’s intent. So, establishing an estate plan can help provide certainty to the owner and safeguard his or her assets for the benefit of heirs.

Are your assets protected in a trust?


Trust & Will Commercial, Feb. 2021

All of our qualified clients should have a trust to protect their assets from the costs and risks associated with probate. You probably need a trust now, too.

We encourage you to explore the Trust & Will (T&W) estate planning quiz. It is triple-risk-free. It costs nothing to ① start, explore/learn and ② view the results: no credit card needed. If you move forward they even have a money back guarantee.

NOTE: We are not affiliated with T&W and we receive no compensation for the commercial appearance nor for referring clients there.

Use our link to save 10%:
IMPACTADVISOR.COM/trustwill

Tax Planning for Professionals


Jason gives an overview of the tax considerations professionals should consider and what can be done to help.

MIT Sloan School of Management, Dec. 2018

Modern Wealth Management


How It Works

You get a personalized financial plan where your goals and priorities are integrated with your tax profile and estate needs.

Your investments get managed in alignment with your long-term financial needs.

We handle rebalancing and short-term financial needs with tax-efficiency toward your long-term goals.

  

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Are you a values-driven investor?
Are you a values-driven investor?

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IMPACTADVISOR LLC ("ImpactAdvisor") is an investment advisor registered in California. FINRA CRD# 175155 (Financial Industry Regulatory Authority / Central Registration Depository).

This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.

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