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Are you ready to take control of your financial future? Contact us today to schedule a confidential, no-obligation consultation and take the first step toward achieving your goals.
5018 Sawyer Cove Way
Windermere, FL 34786
Leave a lasting legacy for
those who matter most.
A common misconception among many clients is that estate planning is only for the super affluent, which is simply untrue. Everyone can benefit from estate planning strategies. A properly designed estate plan can help:
- Avoid taxes
The federal government levies a hefty tax on estate transfers, and more than a third of states have an additional estate tax, inheritance tax or both. The impact of these “death taxes” can be mitigated with a properly designed plan that can also protect your legacy and allow your heirs and beneficiaries to receive maximum benefits.
- Avoid probate
Without an estate plan in place, your loved ones will likely face a lengthy, public and expensive probate process. A well-articulated estate plan allows for privacy, asset protection, tax savings and control over the transfer of wealth to your intended recipients. - Align expectations
The estate planning process obligates you to consider who will serve in various roles after your death or in the case of incapacitation. You need to decide who will care for your children, oversee your assets and make medical decisions on your behalf. Estate planning also provides you with an opportunity to discuss your wishes and ensure everyone is committed to serve in their respective roles.
Leave a lasting legacy for
those who matter most.
A common misconception among many clients is that estate planning is only for the super affluent, which is simply untrue. Everyone can benefit from estate planning strategies. A properly designed estate plan can help:
- Avoid taxes
The federal government levies a hefty tax on estate transfers, and more than a third of states have an additional estate tax, inheritance tax or both. The impact of these “death taxes” can be mitigated with a properly designed plan that can also protect your legacy and allow your heirs and beneficiaries to receive maximum benefits.
- Avoid probate
Without an estate plan in place, your loved ones will likely face a lengthy, public and expensive probate process. A well-articulated estate plan allows for privacy, asset protection, tax savings and control over the transfer of wealth to your intended recipients. - Align expectations
The estate planning process obligates you to consider who will serve in various roles after your death or in the case of incapacitation. You need to decide who will care for your children, oversee your assets and make medical decisions on your behalf. Estate planning also provides you with an opportunity to discuss your wishes and ensure everyone is committed to serve in their respective roles.
At JMK Wealth Advisors, we apply a client-centric approach to identifying your future needs so we can integrate custom estate planning strategies into your overall financial plan. Some of the most important estate planning documents include:
Will
Documents how to allocate your assets following your death and names a legal guardian for your children.
Health care proxy
Appoints someone to make medical decisions in the event you are incapacitated.
Durable power of attorney
Allows another individual to act on your behalf, either with broad or limited powers, to oversee your assets and affairs.
Common estate planning strategies include:
- Trusts
- Annual gifting
- Marital deductions
- Life insurance
- Roth IRA conversions
- Charitable donations
More complex strategies include:
- Buy-sell agreements
- Family and limited partnerships
- Recapitalizations
- Gift or sale-leaseback
- Installment sales
- Private annuities
Once implemented, we review your estate plan annually to ensure it continues to comply with current laws, regulations and your changing life goals. This includes a review of both the titling of your assets and your account beneficiaries. Remember, in the absence of a proper estate plan, the governing laws dictate how your assets are allocated.
Common estate planning strategies include:
- Trusts
- Annual gifting
- Marital deductions
- Life insurance
- Roth IRA conversions
- Charitable donations
More complex strategies include:
- Buy-sell agreements
- Family and limited partnerships
- Recapitalizations
- Gift or sale-leaseback
- Installment sales
- Private annuities
Once implemented, we review your estate plan annually to ensure it continues to comply with current laws, regulations and your changing life goals. This includes a review of both the titling of your assets and your account beneficiaries. Remember, in the absence of a proper estate plan, the governing laws dictate how your assets are allocated.
JMK Wealth Advisors and its affiliates do not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is
licensed to practice law in your state.
Contact us to secure the protection and optimal distribution of your assets in the event of unforeseen circumstances.
“The best way to predict the future is to create it.”
Abraham Lincoln
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