What Matters Most ─ Estate Preservation

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Time to Move Out of Your Comfort Zone

“Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their loved ones when they die,” cites a recent survey by CNBC.com.

Six out of ten U.S. adults do not have a will [AARP]. Millions of entrepreneurs who once owned businesses, real estate, retirement plans, and investment accounts have died intestate. Strangers disposed of the assets in protracted probate cases. Or estate taxes ate them up.

Abraham Lincoln, Martin Luther King, Jr., Pablo Picasso, Howard Hughes, Congressman Sonny Bono died without wills. Entertainer Prince amassed a $250 million estate with no will. John Denver, Marvin Gaye, James Brown, too.

Don’t leave your family members to fight it out in court. Or without means to carry on their lives.

It is an act of responsibility to leave a legacy.

Plan and Document

At a minimum, prepare these documents to begin your process of estate preservation:

  • Will, Living Will or Trust
  • Durable Power of Attorney
  • Durable Power of Attorney for Healthcare
  • Beneficiary and Guardianship Designations
  • Letter of Intent for Your Executor

Then embrace strategic techniques for saving wealth with Axia Global.

Estate Plan Now

Regardless of one’s social or financial status, experts agree our greatest worry is running out of money before we run out of time.

Sadly, many successful people fail to do estate planning, or they’ve been ill advised by someone who did.

Depending on your situation, we may recommend setting up a trust, where appropriate, making charitable donations, paying medical or educational expenses from your estate, loaning assets to family members, buying and using life insurance strategically or gifting to loved ones─all designed to mitigate taxes and preserve your estate.

Let’s lay the groundwork for your estate plan.
Call today for a courtesy conversation. 626.795.9590

Financial Life Planning

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