Estate Planning
Estate Planning
Our Services and Your Financial Strategy
It begins by taking a personal, in-depth look to understand your specific financial goals and help you define a clear strategy for how to achieve them.
Based on that understanding, your financial professional will help you:
Achieve a balance between your current lifestyle and future expectations.
Decide how to invest based on your goals and tolerance for risk.
Actively strategize for and save toward your desired retirement lifestyle in a balanced, disciplined approach.
Minimize tax impact on your portfolio.
Recommend solutions that help protect you and your family against the unexpected.
Custom-design programs to help you achieve your special goals, such as buying a home, retiring early, paying for your child’s education, fulfilling your family legacy and philanthropic giving desires and more.
Achieve a balance between your current lifestyle and future expectations.
Decide how to invest based on your goals and tolerance for risk.
Actively strategize for and save toward your desired retirement lifestyle in a balanced, disciplined approach.
Minimize tax impact on your portfolio.
Recommend solutions that help protect you and your family against
the unexpected.
Custom-design programs to help you achieve your special goals, such as buying a home, retiring early, paying for your child’s education, fulfilling your family legacy and philanthropic giving desires and more.
Estate Planning
People would rather take time out to plan out what home they wish to purchase or select a vacation destination, or perhaps even decide on a dinner spot than plan their estate – addressing who or where their wealth and assets go to after they're gone.
Of course, estate planning is not necessarily as fun as planning vacations or looking through your potential homes, but you can't choose who gets your assets and all you've worked hard for all your life without estate planning.
Contrary to public opinion, estate planning is not something for the extremely wealthy alone. You don't need to have a big IRA or luxurious home to engage in estate planning as you can't say the value your assets would add to your loved ones when you're gone. More importantly, not adequately attending to your affairs and setting plans in place to address them before you go can be potentially devastating to your loved ones.
People would rather take time out to plan out what home they wish to purchase or select a vacation destination, or perhaps even decide on a dinner spot than plan their estate – addressing who or where their wealth and assets go to
after they're gone.
Of course, estate planning is not necessarily as fun as planning vacations or looking through your potential homes, but you can't choose who gets your assets and all you've worked hard for all your life without estate planning.
Contrary to public opinion, estate planning is not something for the extremely wealthy alone. You don't need to have a big IRA or luxurious home to engage in estate planning as you can't say the value your assets would add to your loved ones when you're gone. More importantly, not adequately attending to your affairs and setting plans in place to address them before you go can be potentially devastating to your loved ones.
Estate planning provides you with the choice of designating where or to whom your assets will go when you're gone. Of course, assets could be anything, from a stock portfolio to a beach house. If you don't plan your estate, the court will have to distribute your assets. And perhaps, you may have seen or heard how long such processes can take, the unnecessary costs that they may rack up, or even how ugly such legal activities can get. It is easiest and best to engage in estate planning along with Golden Tree Wealth Partners to ensure your loved ones are not furtherly stressed by legal battles in the event of your passing on.
Estate planning is equally important for business owners. We say you are the only one who can tell who'd best handle the business you've worked so hard to build. With professional estate planning from Golden Tree Wealth Partners, you can be certain that your business, and, therefore, your loved ones, will be in good hands financially.
Other people that especially need estate planning are couples with minors, to be sure your kids will have guardians you approve of, not the ones approved by the courts.
Without proper estate planning like that offered by Golden Tree Wealth Partners, you stand the risk of creating problems with the IRS (Internal Revenue Services) for whoever gets your assets. The tax burden from federal and state estate taxes, state inheritance taxes, and income tax might be overwhelming without proper analysis and prior planning.
With Golden Tree Wealth Partners, you will be working with diligent, reliable, experienced, and competent professionals who will pay full attention to your needs and specific situation and act accordingly. You can rest assured that your privacy or your company's information will be secure, and your assets and capital will be preserved for your chosen beneficiaries.
Contact us today, and get your estate planning strategy set up in no time.
Estate planning provides you with the choice of designating where or to whom your assets will go when you're gone. Of course, assets could be anything, from a stock portfolio to a beach house. If you don't plan your estate, the court will have to distribute your assets. And perhaps, you may have seen or heard how long such processes can take, the unnecessary costs that they may rack up, or even how ugly such legal activities can get. It is easiest and best to engage in estate planning along with Golden Tree Wealth Partners
to ensure your loved ones are not
furtherly stressed by legal battles in the event of your passing on.
Estate planning is equally important for business owners. We say you are the only one who can tell who'd best handle the business you've worked so hard to build. With professional estate planning from Golden Tree Wealth Partners, you can
be certain that your business, and,
therefore, your loved ones, will be in good
hands financially.
Other people that especially need estate planning are couples with minors, to be sure your kids will have guardians you approve of, not the ones approved by the courts. Without proper estate planning like that offered by Golden Tree Wealth Partners, you stand the risk of creating problems with the IRS (Internal Revenue Services) for whoever gets your assets. The tax burden from federal and state estate taxes, state inheritance taxes, and income tax might be overwhelming without proper analysis and prior planning.
With Golden Tree Wealth Partners, you will be working with diligent, reliable, experienced, and competent professionals who will pay full attention to your needs and specific situation and act accordingly. You can rest assured that your privacy or your company's information will be secure, and your assets and capital will be preserved for your chosen beneficiaries.
Contact us today, and get your estate planning strategy set up in no time.
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