Wealth Preservation

Wealth Preservation – Your Financial Legacy

Today estate planning, also known as legacy planning, has become more than just getting a Will done before you pass away. It is your financial legacy, and effective wealth preservation planning is much more involved that most people realize! Tax laws now have made it impossible to pass our estate to our children without making decisions that we may not know or understanding what type of planning we really need to be doing for our families.

Essentially, creating an optimal strategy for your legacy is more than just managing estate taxes … it’s about organizing your assets so they pass to your family, loved ones or a charity in the manner you wish. It’s about maximizing how much you leave behind, while still ensuring that your financial needs are taken care of for the rest of your life.


Brokerage Specialists – The Process

Brokerage Specialists will work with you to understand current tax laws. We will meet with your CPA or refer you to our CPA to discuss in more detail your personal planning situation.  Once you are comfortable with your plan, we can then pass it to your attorney to ease the financial effects of just the planning.

Why do we say financial effects?  Well just working with an attorney can be expensive and you may not know what is needed. We already have that for you! We are experienced and knowledgeable. Let Brokerage Specialists help guide you through the process of setting up an Estate Plan.  Even if you already have a plan, we can help you update your current legacy plan since many attorneys do not keep you informed of tax law changes affecting your estate.


Get to know us better!

You are invited to come to one of our FREE educational seminars to learn about Social Security Maximization and receive your own personalized Social Security Income Report! See upcoming dates and reserve your seat at www.myssireport.com.