Wealth Management Glossary
ADVANCED ESTATE PLANNING
For people with large estates, the IRS can take as much as 50% in Federal Estate Taxes. The good news is estate taxes can be reduced or even eliminated through proper planning! But ONLY if you properly plan to avoid them!
For people with large estates, the IRS can take as much as 50% in Federal Estate Taxes. The good news is estate taxes can be reduced or even eliminated through proper planning! But ONLY if you properly plan to avoid them!
ASSET PROTECTION FROM LAWSUITS & CREDITORS
In today’s litigious society, many people are concerned about the risk of lawsuits. Good asset protection can help protect your hard earned assets from frivolous lawsuits. This is especially important for family businesses or professional practices.
In today’s litigious society, many people are concerned about the risk of lawsuits. Good asset protection can help protect your hard earned assets from frivolous lawsuits. This is especially important for family businesses or professional practices.
BUSINESS SUCCESSION PLANNING
Most small businesses will not survive an intergenerational transfer. If you’ve spent years of your life building a successful business, doesn’t it make sense to be a wise steward in successfully passing on the legacy of that business? Proper planning can help your business survive to the next generation. Stewardship Advisory Group can show you the way.
Most small businesses will not survive an intergenerational transfer. If you’ve spent years of your life building a successful business, doesn’t it make sense to be a wise steward in successfully passing on the legacy of that business? Proper planning can help your business survive to the next generation. Stewardship Advisory Group can show you the way.
COLLEGE EDUCATION PLANNING
Your children or grandchildren may still be in diapers, but it is never too soon to begin planning for their education. How much do we need to invest? What type of investments should we use to fund education? Stewardship’s team will help find the best plan for you and your family.
Your children or grandchildren may still be in diapers, but it is never too soon to begin planning for their education. How much do we need to invest? What type of investments should we use to fund education? Stewardship’s team will help find the best plan for you and your family.
COMPREHENSIVE WEALTH MANAGEMENT
We provide a comprehensive approach to handling the financial blessings and challenges of life, including education, inheritances, retirement, and leaving a legacy.
We provide a comprehensive approach to handling the financial blessings and challenges of life, including education, inheritances, retirement, and leaving a legacy.
INTERGENERATIONAL MENTORING
We work with you to prepare your children and grandchildren to be wise stewards of the wealth they will inherit; as well as helping you to train them to run the family business.
We work with you to prepare your children and grandchildren to be wise stewards of the wealth they will inherit; as well as helping you to train them to run the family business.
INVESTMENT PLANNING & ASSET ALLOCATION*
Are your investments performing the way you want them to? Do you have proper asset allocation and good diversification? As Registered Representatives with United Planners our investment process will help make sure your investments are well positioned to meet your needs for growth and provide income to meet your objectives.
Are your investments performing the way you want them to? Do you have proper asset allocation and good diversification? As Registered Representatives with United Planners our investment process will help make sure your investments are well positioned to meet your needs for growth and provide income to meet your objectives.
COACHING PROCESSThe Life Stewardship™ Coaching process will guide you as you create a legacy that will last for eternity.
PITFALLS OF PROBATE
Basic Estate Planning, including Living Trusts, Wills, Durable Powers of Attorney, etc. can help your heirs avoid the stress, delays and costs often associated with probate.
Basic Estate Planning, including Living Trusts, Wills, Durable Powers of Attorney, etc. can help your heirs avoid the stress, delays and costs often associated with probate.
RETIREMENT PLANNING
From wise investment selection within your 401k and pension plans, to tax and change-of-lifestyle issues, we can help you enter your golden years with greater clarity.
From wise investment selection within your 401k and pension plans, to tax and change-of-lifestyle issues, we can help you enter your golden years with greater clarity.
RISK MANAGEMENT (LIFE, DISABILITY & LONG TERM CARE INSURANCE EVALUATION)
Insurance is the all-too-often missing piece of the financial plan, and one that can lead to a quick financial ruin. We will help you determine the right amount and best type of coverage, properly preparing you for life’s unfortunate events. Additionally, we can help you get the best value as you manage these risks.
Insurance is the all-too-often missing piece of the financial plan, and one that can lead to a quick financial ruin. We will help you determine the right amount and best type of coverage, properly preparing you for life’s unfortunate events. Additionally, we can help you get the best value as you manage these risks.
TAX-WISE GENEROUS GIVING
You may be surprised how much you have to offer to the ministries and charities you value, not only financially, but through the investment of your time and talent as well. Our team can help you do what you love most with the organizations your heart treasures.
You may be surprised how much you have to offer to the ministries and charities you value, not only financially, but through the investment of your time and talent as well. Our team can help you do what you love most with the organizations your heart treasures.