Legacy planning is a comprehensive assessment of your values and financial goals to help ensure your wealth is preserved, appropriately transferred, and realized by future generations. Your plan reflects a lifetime of effort and provides the knowledge that your wealth will be passed on to your children and grandchildren.
Our personalized legacy plan can help ensure your heritage can be preserved for your loved ones and future generations. The availability and popularity of retirement plans has caused many people to hold a majority of their wealth in the form of retirement accounts or life insurance. For many, retirement accounts are their largest assets outside of their homes. Despite a more financially educated public, many people do not understand how retirement assets are passed upon death. Until the Roth retirement plan grew in popularity, many people accumulated wealth by depositing money in to a retirement vehicle that would allow the money to grow tax deferred. While the tax advantages of this type of account are attractive, mistakes can be common and can cause serious estate planning issues that leave your beneficiaries with enormous tax burdens. These mistakes may result in:
- loss of the stretch capability
- unintentional but required distributions
- immediate taxable distributions
- unintended beneficiaries, and/or
- overlooked income tax deductions
Few people recognize the essential role of protecting and preserving these assets, and making sure they pass to loved ones as planned. We pride ourselves on properly educating you about legacy preparation, planning concepts, and suitable strategies to help you successfully transfer your retirement assets. We work to thoroughly understand your wishes and help you avoid costly mistakes.
If you are not 100 percent positive your legacy plan is free of errors, we encourage you to give us a call today. We realize the sensitive nature of this discussion and are prepared to help guide you through the planning process so you can leave your legacy of love.
We Represent You
At Nevada Senior Advisors we are dedicated to navigating you through the various choices to find a plan that best suits your individual needs.
What others say about us
We have been VERY pleased with the information and guidance we’ve received from Nevada Senior Advisors. They helped us make some excellent choices in 2008 and feel we have survived the worst of bad times that have come upon all of us.
We felt comfortable with Nevada Senior Advisors from the beginning. Since placing our IRA’s with you we sleep better at night knowing that our principal amount is safe.
Nevada Senior Advisors know how, honest recommendations, and integrity in their business practices makes them a company you can trust. They will work hard for you.
They always take the time to meet with us whenever we need to explain any questions or concerns we might have. We look forward to continuing our long term relationship with Nevada Senior Advisors.
We are certain that others who come to you for financial assistance will be as please as we have been. We have never had such good service with any other advisor that we have dealt with in the past. You have our complete trust at all time which is a very good feeling for us.