Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you’ll need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal. Here, you’ll need to use more sophisticated techniques in your estate plan, such as a trust.
How We Can Help You:
- Estate Tax Reduction Strategies
- Estate Tax Funding Strategies
- Life Insurance Trust Design
- Life Insurance Policy Design
- Shopping for the Most Competitive Life Insurance Policy
- Charitable Planning
- Gifting Strategies to Benefit Your Children/Grandchildren
Schedule Your Appointment with
Shawna McKinney Moore
Arizona Phone (480) 935-9955
California Phone (714) 340-5757
Nevada Phone (702) 518-2224
Investment advisory services offered through the Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser firm. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Past performance may not be indicative of future results. Impact Partnership Wealth, LLC, its affiliates, and its investment adviser representatives do not provide legal, tax, or accounting advice. You should consult your legal and/or tax professionals before making any financial decisions. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Adviser Representative either by phone or in person.
No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Impact Partnership Wealth offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website, https://impactpartnershipwealth.com/wp-content/uploads/2021/06/Impact-Form-CRS.pdf.
Insurance and annuities offered through Shawna Moore, Shawna Moore, AZ #5759354, CA #0I20236, FL #W519107, NV #3380801, OR # 5759354, WA #150069
Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not:
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity