Is it possible that your sole purpose in life is simply to serve as a
warning to others?
Don't procrastinate, plan now!
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 retirement and estate needs 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.
Please consult a qualified retirement or estate advisor to make sure your desires are carried out effectively.
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, Income 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 the 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 Tax Favored 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 inevitable happens. (Planned or unplanned)
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 include the reduction or elimination of the effects of the Federal Estate Taxes, Pennsylvania Estate Taxes, Probate, Court Fees, Legal Fees, and more!
We have saved our clients MILLIONS of dollars! Call us to see how we may benefit YOU!