Transfer of wealth
Wealth transfer planning involves the smooth transition and distribution of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business.
An asset protection plan first identifies potential exposure and then identifies preventive tools and strategies to reduce exposure.
Charitable giving is motivated by both personal and tax incentives. Congress encourages charitable giving through tax legislation that can minimize your income and estate taxes.
For most people, estate planning will:
Hudson Wealth Management Advisors are not attorneys. For specific estate planning advice, please contact a qualified estate planning attorney.
Retirement shouldn’t be a time of confusion and worry, you’ve stressed enough in your life, you should be able to finally relax knowing your finances are handled and you’re covered. We’ll help you get started today with a review in the comfort of your own home.