Thank you for visiting the Integrity Estate Advisors website.
Thank you for visiting the Integrity Estate Advisors website. We hope that the information
contained on these pages will help you make a more informed decision on how to properly plan
your estate now and how to pass your Estate to your heirs through efficient Wealth Transfer
techniques. The information is intended to provide a broad overview of the topics presented.
Most new clients we see have previously dealt with someone who only “Sold” them or provided them with a PARTIAL solution.
Keep
in mind that a Proper Estate Plan should include (but not limited to) planning in the
following areas: Risk Management (to protect what you have worked so hard for), Insurance,
Tax, Investment, Gifting, Retirement Planning, IRA Distribution Planning, and the efficient
Transfer of what is left of your wealth to your heirs. One huge area that is often glossed
over is beneficiary designations. Because of this, after we explain their options, 80%-90%
or our new clients decide to make changes to their beneficiary designations!
A Proper
Estate Plan should also include the reduction or elimination of current taxes paid on
the interest or income being generated from your savings, CD's, etc. We call this Income
Planning. When you get your taxes under control, your money can potentially last longer!
The bottom line is that preparation of your estate plan should not occur in a vacuum,
meaning, GET COMPETENT HELP. It is, sadly, very likely to fail if your financial and
other personal affairs are not properly in place at your death.
Now is the time to give these matters the thought they deserve.
For some examples of what a Proper Estate Plan can achieve,
Click Here
With this in mind, Integrity Estate Advisors is well equipped to help
you with all of your Estate Planning needs. Think of us as a
coordinator, putting everything together for you and your loved ones, so
that the hassles are minimized when the time comes.
Let
Integrity Estate Advisors and their team, Maximize your retirement income, Minimize taxes,
and Minimize the depletion of your hard earned assets when transferred to your heirs….which
can includes the reduction or elimination of the effects of the Federal Estate Taxes,
Pennsylvania Estate Taxes, Probate, Court Fees, and more!
We have
saved our clients MILLIONS of dollars! Call us to see how we may benefit YOU!
