DISCOVER THE MANY OPPORTUNITIES AVAILABLE TO HELP YOU PLAN FOR YOUR FINANCIAL FUTURE.
Referred Services
Trusts WHAT’S THE BEST WAY TO LEAVE MONEY TO LOVED ONES?
There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death.
We are happy to work together with you and a qualified estate planning attorney to help you learn more about trusts and ensure they work in concert with your overall financial strategy.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.
Accrue Wealth Designs has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.
Probate A WILL CAN SAVE YOUR LOVED ONES TIME, MONEY AND HASSLE.
Probate is the potentially lengthy and costly court process by which a will is proved either valid or invalid. If you do not create a will or set up a trust to transfer your property when you die, state law will determine what happens to your estate. This is called intestate.
Without a will or some other form of legal estate planning, there is the chance that your property may not go where you wish. We can refer you to a qualified estate planning attorney who can assist you in these matters.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.
Accrue Wealth Designs has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.
Charitable Giving GIVING BACK — YOUR WAY.
Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.
With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.
We are happy to work with you and a qualified professional to help you decide if this is a good option for you.
Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
Accrue Wealth Designs has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.
Estate Planning WHAT WILL HAPPEN TO YOUR ASSETS WHEN YOU’RE GONE?
Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept may seem simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
We are happy to work with you and a qualified estate planning attorney to help you pass on the legacy you choose.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.
Accrue Wealth Designs has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.
Tax Planning ARE YOU OVERPAYING IN TAXES?
Paying taxes is part of our patriotic duty, but no one wants to pay more than their fair share. This is as important as ever as you approach retirement. Don’t watch your returns and your estate dwindle as a result of legally avoidable taxes: take action early and get ahead of next year’s tax filing.
We can partner with tax professionals who help ensure that your retirement assets are allocated and distributed as tax efficiently as possible.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.
Accrue Wealth Designs has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.
STRATEGIES FOR FINANCIAL INDEPENDENCE
It is important to feel you have control over your future. At Accrue Wealth Designs, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at office@accruewealthdesigns.com or call us at 480-565-4363 today!
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
