If you don’t currently have a will, your loved ones may not receive the assets you wish to leave them in the event of your death. If you’re unsure of where to start, click read more for the basic information you need to know when you’re considering making a will.
Welcome to the beginning of the rest of your life.
Wills
Trusts
A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries. To learn more about the types of trusts that we offer, please read more.
Taxes
While many people worry about taxes throughout their life, passing on our assets can also incur a tax penalty. Through proper planning, avoiding the bulk of these taxes is possible. With proper allocation, your assets can grow tax free, provide living benefits without penalties and transfer to your loved ones without legal intervention.
Probate
Probate is a hassle that no one wants to deal with. To avoid state intervention in your assets, we suggest planning ahead and allocating your funds properly. In many states, even the smallest discrepancy can trigger a probate court to step in.
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Why choose Strong Wealth Strategies?
With a wide variety of products and expertise, Strong Wealth Strategies in association with Strong Family Financial helps to protect your financial Future. While an estate plan can't pass on your memories and experiences, it can help you pass on your assets in a way that reflects your values, dreams and the full life you've lived.
Careful estate and trust planning protects you, your family and your assets. Whether you are launching your professional career or a commercial enterprise, are in the accumulation and wealth building stage of life, or you are entering your retirement years, proper estate planning safeguards your family
Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones. We work closely with you to determine your needs and craft a plan that perfectly suits your situation.