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    Discover the many opportunities available to help preserve your financial future through the use of insurance products.

    Estate Planning

     

    We have developed professional relationships with estate planning professionals'  whom we we work with and can refer you to in order to help meet your individual needs.

    Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

    While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.

    Trusts

    There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death. To learn more about trusts and how they may benefit you, we will be happy to help you consult a qualified estate planning attorney who can assist you with these issues.

    Probate

    We can refer you to professionals to help meet your individual needs.

    Probate is the potentially lengthy and costly legal process that oversees the transfer of your assets upon your death. If you do not create a will or set up a trust to transfer your property when you die, state law will determine what happens to your estate. This is called intestate. Without a will or some other form of legal estate planning, there is the chance that more of your property may not go where you want it to. We can refer you to a qualified estate planning attorney who can assist you in these matters.

     

     


    To schedule a time to discuss your financial future, contact us at office@imberwealth.com or call us at (734) 769-1719 today!

     

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    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 'Your Retirement Income Planning Checklist' is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

    Investment Advisory Services are provided through: Capital Asset Advisory Services, LLC, an SEC-Registered Investment Advisor.

    This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Imber Wealth at (734) 769-1719, or office@imberwealth.com.