Why plan an estate?
|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.
Modern Wealth Management
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.
A full-service advisor ,
our 100% digital offering
IMPACT ADVISOR LLC
Modern Investing: ultra-tailored, tax-aware wealth management for professionals, business owners and retirees.
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