Protecting Wealth

Guidance to Help Preserve and Perpetuate Your Wealth.

Many investors believe once their wealth reaches a certain level, they don’t need to do anything else. And if all prices remained static — food, housing, investment value, travel — they might be right.

But recent history demonstrates that things can change. And change in a hurry.

Additionally, even substantial wealth that was meant to last for multiple generations can be depleted faster than many expect due to mismanagement.

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Estimates say

90%

of wealthy families lose their wealth by the third generation

Source: Nasdaq

How We’ll Help Preserve Your Wealth

Estate Planning

Your estate consists of more than your retirement accounts. It consists of:

  • Your physical possessions, like cars and jewelry
  • Guardianship of your children and pets
  • Decisions regarding your healthcare and finances

Improper planning, vague wording or no formal documention at all can cause undue stress and prolong resolution upon your passing. We will work with your estate attorney and other trusted professionals to help ensure your values and wishes are not only upheld but carried out as intended.

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34% of Americans have an estate plan (but 100% need one in place)

Source: Caring.com

Only 46% have a will

Source: Gallup

Unnecessary probate expenses can erode 8% of an estate’s value

Source: SmartAsset
How We’ll Help Preserve Your Wealth

Sequencing Withdrawals

When should you take Social Security? How should you sequence distributions from your investment accounts?

These questions require considerable thought — and the answers can affect your overall wealth.

Using our elevated in-house process, we can help determine when, which and how much of your assets to withdraw to fund your goals and opportunities while striving to retain more of the wealth you’ve grown.

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Source: Franklin Templeton

How We’ll Help Preserve Your Wealth

Gifting and Philanthropy

Many investors want to contribute to the causes they cherish as well as build the financial well-being of their heirs. As it turns out, doing the former can help you achieve the latter.

Working with us helps ensure you have a strategy in place that might double the difference you make.

Donating cash to a public charity can reduce your Adjustable Gross Income (AGI) by 60%

Source: Kiplinger

Donating appreciated assets, like stocks or property, can reduce your AGI by 30%

Source: Kiplinger

Properly structured gifts and donations prevent them from being considered part of your estate’s taxable value

How We’ll Help Preserve Your Wealth

Funding Future Education

If you’ve graduated recently, or plan to help your loved ones pay for their education, you know how expensive schooling can be. We can help implement strategies to make this type of debt less cumbersome, allowing you to pursue other financial ambitions.

Fund the Future

The average cost of college has increased every year since 1979

Source: US Inflation Calculator

At current rates, one year of college could cost $100,000 by 2030

Source: Vox

529 Plans do not have a deadline by which investments must be used

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