Will you lose your Assets and Wealth to Taxes, Probate & Nursing ￼Home Costs?
Below are a list of Critical Questions you Need to ask ￼Yourself:
- How Will I Pay for My Long Term Care?
- Are My Assets Properly Protected?
- Would I Rather Have My Wealth & Assets Go To My Family, Nursing Home or Government?
- Should I Have a Will or Trust?
- Do I Really Understand the True Costs of Probate?
Then ask yourself this:
When was the last time your Financial Advisor visited with you to determine how you will pay for Nursing Home Care, your tax strategy options, should you have a Will or Trust & how can you Protect & Preserve your Assets for your Family in the most Tax Efficient Manner possible?
Do you know ALL your Options?
If any of the above questions create a concern or red flag to you, please contact Legacy Estate Partners today! We offer a FREE Complimentary Consultation.
Our Promise To You…
- Treat you with the Utmost Dignity & Respect
- Provide Sound Factual Information, Suggestions & Solutions.
- Help Identify Your Goals, Gaps & Challenges
- Enable you to pass on more of your Wealth & Assets to your family
- Give you Peace of Mind!
Good News for Sound Estate Planning!
Introducing: “Family Stretch IRA”
- New Distribution Rules for Qualified Retirement Accounts!
- New Rules are more Simple & Flexible!
- Distribution can now be spread over several generations!
- ￼Don’t lose 40%-70% of your IRA in Taxes!
If you do not intend to use all of your individual retirement accounts, consider creating a Family Legacy for your Children & Grandchildren…