Wealth Transfer and Estate Planning

As you prepare for retirement, you may want to consider creating a plan to transfer wealth and distribute the assets of your estate.

Estate PlanningBecause of the many nuances of the tax code and estate transfer laws, gifting and transferring wealth isn’t always as simple as writing a check or having a will. There are a variety of gifting strategies and wealth transfer tools to help you distribute assets to your family and other beneficiaries. Many of these planning methods are designed to help you and your beneficiaries reduce the tax burden and avoid probate, a costly legal process of administering a person’s will.

Estate planning and wealth transfer often involve lifetime wealth transfer programs, such as college savings programs and generation-skipping trusts. There is also comprehensive planning involved in transferring wealth at your death, taking into account tax issues and your objectives in providing for your family and/or charitable organizations. If your estate includes a privately owned business, your estate plan should include details on the transfer of ownership or the sale of the company. All of these scenarios should help you to maximize your legacy by avoiding costly mistakes that can erode wealth.

In addition to our in-house team of insurance professionals, Infinite Wealth Advisors can work with your current team, or we may make recommendations for other service professionals to assist in our collaborative efforts.


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If you would like more information or have specific questions, please contact us using the following form. We would be happy to assist you.

This information has been provided by a licensed insurance professional and does not necessarily represent the views of the presenting insurance professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting the insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, trust and estate, or investment advice. Infinite Wealth Advisors is not an investment advisory firm.  Investment Advisory Services provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .