It’s More than Wealth. It’s Your Legacy.
Careful estate planning and asset protection is important at any level of wealth. Factors can change at federal, state and even local levels. Each of these governing bodies can play a role in a client’s estate and the impact that taxes may have on their heirs. It is essential to assess your situation in several high-risk scenarios: the death of you or your spouse, significant legal judgment, divorce, or a serious health issue. Using your current financial condition, documents, insurance, and family situation, here at Beach Financial Group, we analyze the impact of these events on your estate taxes, cash flow, income, wealth transfer and family dynamics. We then collaborate with you and your family to build and implement a comprehensive strategy that works for you and your heirs. No matter what the future brings, you’ll have a plan in place.
Believe it or not, you have an estate. In fact, everyone does, it is the state in which you reside. Your estate is comprised of everything you own, and estate planning is the preparation of instructions to make sure the assets you’ve worked so hard to accumulate go to the people or organizations you care about.