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%:

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.

Investment choice:
Aligned with you and your long-term financial needs.

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


Relationship choice:
A full-service advisor ,
our 100% digital offering 
or both  

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

Our Mission: To drive the adoption of sustainable investing into the mainstream to reduce CO₂ emissions. We help people achieve their financial and personal goals, by giving them the power to invest in companies that align with their values and passions.

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

Our Tax Philosophy: Any tax-related advice provided to clients appropriately reflects the actual amount of income generated by the client over time; and the tax advice provided to a client for a jurisdiction appropriately reflects the actual operations of the client in that jurisdiction.

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.

Past performance does not guarantee future results. Investment products are not FDIC insured, are not bank guaranteed and may lose value.

Privacy Policy

©2022 IMPACTADVISOR LLC. All Rights Reserved.