Plan For The Future
Designing a legacy consistent with your dreams and values is a very personal, often complex process. We can help you
develop a successful estate plan that is well worth your time and expense. Your wishes may include securing your family's
future. They may also include your hopes for a better world through charity and outreach programs.
Understand your circumstances. Know your current income and your likely future income. Calculate your annual expenses.
Note your current assets and debts. Decide which family members you want to provide for, and determine their needs.
Understand your tax requirements. One of your largest potential expenses is taxes, including federal transfer taxes, state
taxes and federal income taxes. A tax professional can show you how to reduce your taxes.
Identify your resources. Working with Wealth Pinnacle, an estate planning attorney and a tax professional can give you the
necessary help and guidance to create a responsible legacy. Let us be your legacy coach and help you give more.
Draft a will. A will lets you state how you want your property distributed, who will administer your estate, and who will care for
your minor children. If you have substantial wealth, you should consider a trust. We can help you weigh all the factors.
Consider a trust. A trust is a separate legal entity that holds your assets for the benefit of one or more people (e.g., you, your
spouse, or your children). You will need an attorney to create a trust. We can help you choose the right attorney.
Utilize available tax exclusions. The federal government offers several important estate planning tools. Consult your tax
professional to learn more. We can help you find the right tax professional and manage the entire process.
Revisit your estate plan on a regular basis. It's important to revisit your will and other estate planning documents regularly,
or when significant life events occur. We will work with you to make sure your estate plans evolve along with your dreams and
financial goals. Save more for the ones you love and get professional advice all along the way. We make it easy!
Neither Wealth Pinnacle, Inc. nor its representatives provide tax or legal advice. Consult with your tax adviser or attorney regarding
specific issues. Investing involves the risk of loss. Past performance does not guarantee future results.
Designing a legacy consistent with your dreams and values is a very personal, often complex process. We can help you
develop a successful estate plan that is well worth your time and expense. Your wishes may include securing your family's
future. They may also include your hopes for a better world through charity and outreach programs.
Understand your circumstances. Know your current income and your likely future income. Calculate your annual expenses.
Note your current assets and debts. Decide which family members you want to provide for, and determine their needs.
Understand your tax requirements. One of your largest potential expenses is taxes, including federal transfer taxes, state
taxes and federal income taxes. A tax professional can show you how to reduce your taxes.
Identify your resources. Working with Wealth Pinnacle, an estate planning attorney and a tax professional can give you the
necessary help and guidance to create a responsible legacy. Let us be your legacy coach and help you give more.
Draft a will. A will lets you state how you want your property distributed, who will administer your estate, and who will care for
your minor children. If you have substantial wealth, you should consider a trust. We can help you weigh all the factors.
Consider a trust. A trust is a separate legal entity that holds your assets for the benefit of one or more people (e.g., you, your
spouse, or your children). You will need an attorney to create a trust. We can help you choose the right attorney.
Utilize available tax exclusions. The federal government offers several important estate planning tools. Consult your tax
professional to learn more. We can help you find the right tax professional and manage the entire process.
Revisit your estate plan on a regular basis. It's important to revisit your will and other estate planning documents regularly,
or when significant life events occur. We will work with you to make sure your estate plans evolve along with your dreams and
financial goals. Save more for the ones you love and get professional advice all along the way. We make it easy!
Neither Wealth Pinnacle, Inc. nor its representatives provide tax or legal advice. Consult with your tax adviser or attorney regarding
specific issues. Investing involves the risk of loss. Past performance does not guarantee future results.
Estate planning is a crucial part of your comprehensive financial plan that protects your assets. Even after you're gone, it can
help you offer financial security to the people you love or organizations you want to support. Wealth Pinnacle is well versed in
estate planning and legal tax avoidance. We have strategic partnerships with estate planning attorneys and CPAs to ensure
the plan is effective and efficient. Trust services are provided by national trust and brokerage firms. Wealth Pinnacle will
remain your Investment Adviser.
Trust Services
Personal Trust Reporting Services, such as trust accounting, back-office support, principal and income trust reporting, and
recordkeeping.
Administrative Trustee Services include non-investment responsibilities associated with trust management, such as
discretionary payments, and preparation and filing of the Trust's income tax returns.
Make sure your heirs and charities get more, and the government gets less. Save on your taxes and give more to the people
you care about. Setup a trust. It's easy, and we'll show you how. Contact Wealth Pinnacle today.
Wealth Pinnacle Inc.
| Copyright ©2007-11 Wealth Pinnacle Inc. All rights reserved. |
Independent Advice. Personal Service.
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| Wealth Management |
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Registered Investment Adviser
Estate Planning
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| Contact Us |
Phone: (310) 383-5341
Phone: (310) 383-5341