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Protecting Family Assets

For the first time in the history of America, a majority of parents and grandparents believe the next generation will not have things as easy – as good – as they have had it. If you are a ‘boomer – or even older – there is a part of you that hopes to make the lives of your younger loved ones as secure and as rewarding as possible. That is, after you and your spouse’s needs are comfortably covered of course.

There are many things to consider when discussing something as individualized and potentially complex as protecting your family’s assets. For example, is your goal to protect your savings from market fluctuation and loss? Or perhaps from diminishing purchasing power from the potential erosion effect of inflation? Maybe your concern is keeping the efforts of an entire lifetime from being simply absorbed by the taxman. After all, why would you allow your wealth of hundreds of thousands or millions of dollars to be demolished by 70% or 80% or so from taxes if there was something you could easily do about it now?

What if your wishes for passing on valuable assets to others extends beyond the material, and reaches out to the values and experiences which are dear to you and have been important to defining the person you are along with setting the standards and beliefs that have become your building blocks of character? At Presidential, we are concerned about the entire picture; we like to look at “wealth” from several different angles: health, spirit, values, peace-of-mind, financial security.

Whatever your concerns and wishes are regarding preserving wealth and protecting valuable assets – in a variety of meanings of that term – at Presidential we care and we can help.

Ask About:

A simple – but crucial – review of how your important documents such as IRA accounts and testamentary will set up your desired beneficiary flow. A simple mistake or out-of-date designations could result in the wrong people inheriting your money – or your hard-earned money being sent to Uncle Sam instead of your granddaughter or grandson.

Visiting the method behind how your investments are deployed. Are they passive – looking only to try to hold through any future market downturn? Or is someone looking at them regularly to provide proactive monitoring and management?

Assessing the dilemma of being invested conservatively – and missing significant moves in the market – or being invested too aggressively and being vulnerable to major market declines. While there may be no perfect way to have high returns with low risk, we believe there are ways toward better achieving both.

Having an experienced, highly qualified attorney discuss with you your express desires about protecting and passing on your wealth in full accord with your wishes (Presidential Brokerage does not provide legal, accounting, or tax advice, but works closely with various professionals to help you obtain caring, professional guidance; please ask for us to arrange a complimentary consultation with an estate planning attorney or other appropriate professional).

Beginning an Ethical Will – Putting Your Values On Paper, and making sure the character, stories, wisdom and experiences of your life are preserved and carried on. At Presidential we have a professional advisor who is also certified in helping individuals and groups begin the Ethical Will process.

Call us for more details.