Are you retirement-ready?






What is Estate Planning?

 

Estate planning is the process of creating an orderly plan for the disposition of assets at death or incapacity.

When creating an estate plan, consideration is given to:

①   Limiting tax liabilities
②   Determining who receives the assets, when and how
③   Facilitating timely payment of estate obligations and taxes
④   Limiting costs of administration


Estate planning is a process not just for the wealthy, but for anyone owning property.


Unless you pre-establish the distribution and control of your assets at death or incapacity, state laws will intervene via an expensive and lengthly probate process, where the results may not match your intent.

Establishing an estate plan -- e.g. a living trust -- can help provide certainty that your assets are available for the benefit your intended heirs without getting tied-up in a lengthly and expensive probate process.

Are your assets protected in a trust?


Trust & Will Commercial, Feb. 2021

All of our qualified clients should have a trust to protect their assets from the costs and risks associated with probate. You probably need a trust now, too.

We encourage you to explore the Trust & Will (T&W) estate planning quiz. It is triple-risk-free. It costs nothing to ① start, explore/learn and ② view the results: no credit card needed. If you move forward they even have a money back guarantee.

NOTE: We are not affiliated with T&W and we receive no compensation for the commercial appearance nor for referring clients there.

Use our link to save 10%:
IMPACTADVISOR.com/trustwill

Tax Planning for Individuals and Families


Jason gives an overview of the tax considerations professionals should consider and what can be done to help.

MIT Sloan School of Management, Dec. 2018





Modern Wealth Management



How It Works

You get a personalized financial plan where your goals and priorities are integrated with your tax profile and estate needs.

Investment choice:
Aligned with you and your long-term financial needs.

We handle rebalancing and short-term financial needs with tax-efficiency toward your long-term goals.

  

Relationship choice:
A full-service advisor ,
our 100% digital offering 
or both  

Are you a values-driven investor?
Modern Investing:


IMPACTADVISOR LLC

MODERN INVESTING:
Ultra-tailored, Tax-aware wealth management
for individuals, business owners and retirees.



B Corp: ImpactAdvisor

655 Montgomery St, SF, CA 94111

(415) 860·5300   info@IMPACTADVISOR.com




Our Mission: We help people achieve their financial and personal goals, while maintainng by giving them the power to invest in companies that align with their values and passions.
To drive the adoption of sustainable investing into the mainstream to reduce CO₂ emissions.

IMPACTADVISOR ("ImpactAdvisor") is an investment advisor registered in California.
FINRA CRD# 175155 (Financial Industry Regulatory Authority / Central Registration Depository).

Our Tax Philosophy: Any tax-related advice provided to clients appropriately reflects the actual amount of income generated by the client over time; and the tax advice provided to a client for a jurisdiction appropriately reflects the actual operations of the client in that jurisdiction. Our specialty is in helping our clients shape and preplan events to reduce or eliminate tax liability within the parameters of the law.

This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.

Past performance does not guarantee future results. Investment products are not FDIC insured, are not bank guaranteed and may lose value.

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