상상하고 꿈꾸는 

​편안한 은퇴. 준비되셨습니까?

은퇴준비를 할 수 있는 방법은 각자의 상황에 따라서 많은 선택을 할 수 있습니다. 작은 금액이라도 가능한 빨리 시작 하는 것이 좋고 은퇴 후의 생활을 안정적으로 유지가능하도록 

나에게 맞는 플랜을 선택하는 것이 중요합니다. 

상상하고 꿈꾸는 

​편안한 은퇴. 준비되셨습니까?

은퇴준비를 할 수 있는 방법은 각자의 상황에 따라서 많은 선택을 할 수 있습니다. 작은 금액이라도 가능한 빨리 시작 하는 것이 좋고 은퇴 후의 생활을 안정적으로 유지가능하도록 

나에게 맞는 플랜을 선택하는 것이 중요합니다. 

Estate Planning

Estate planning is really an ongoing process and should be started as soon as one has any measurable asset base. As life progresses and goals shift, the estate plan should move to be in line with new goals and new asset accumulations. Lack of adequate estate planning can cause undue financial burdens to loved ones (estate taxes can run higher than 40% especially if you live in a state that has a state estate tax on top of the federal estate tax), so at the very least a will should be set up even if the taxable estate is not large.

  • According to Forbes: 64% of the public doesn’t have a will.  And even more shocking is the number has been steadily increasing!

  • Did you know that certain states have their own estate tax?  Essentially, that could mean that your family may have to pay State and Federal taxes on your property!

  • Do you know how wealthy families stay wealthy?  They set up their estate properly, and they manage their asset base with special trusts to help mitigate the tax burden – while leaving money outside of the estate to pay the taxes.

We have the expertise to assist and guide your family in creating a legacy that will last a lifetime.  Whether your estate is just you and your home or you own very successful business/high net worth we have access to programs that will assist you.

What is Estate Planning and who is it for?

Don’t avoid and delay protecting your family.  Dying without a will or trust leaves no instructions on how your assets will be distributed.  Assets that don’t have a beneficiary will have to go through probate court which costs time and money, not to mention the psychological stress on the person that handles your estate.

 

Protecting your family when you are no longer living is possible.  You can leave a legacy of love that will last generations.  Talk to an OUR professional today and begin securing your family’s future.

You can leave a legacy of love that will last generations.

Contact Us

6131 Orangethorpe Ave. Suite 350  Buena Park, CA 90620 

Tel: 858-943-1559

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정직하게 일합니다. Insurance,We're Better.

© 2015 by Angeles Financial Insurance Marketing

6131 Orangethorpe. Suite 350

Buena Park, CA 90620 United States

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 INSURANCE,We're Better

DIRECT CALL : 858-943-1559

angela@insurancewerebetter.com 

AFIM Angeles Financial Insurance Marketing