At Pantheon Wealth Planning we want to help you with your Cupertino estate planning. Getting the affairs of your estate in order should be a high priority, but according to a 2015 Rocket Lawyer estate-planning survey by Harris Poll up to 64% of Americans do not even having a will. This makes it difficult for heirs to know what you would wish to have done with the allocation of your estate. It is never too early to start partnering with us in order to be prepared, with all your affairs in order, making life easier for loved ones when you pass on.
Get Your Estate In Order
As a comprehensive Cupertino financial advisor, we help you plan for all of the key elements regarding Cupertino estate planning. For example, there are critical things to know concerning Cupertino income tax strategies when it comes to managing your estate. This includes potential tax liabilities associated with the Cupertino death tax and gift tax. There are many details involved with managing your estate that we want to discuss in detail with you. Sharing our valuable strategies and ideas offers an education in personal financial management and estate planning that may help serve you well over time.
Five Step Process
We approach all financial planning through a five-step process: Meet; Understand; Analyze; Strategize; and Execute. This means that we work first to get to know you and understand all aspects of your financial estate. If you own a business we would like to know what your values are for that business and what kind of goals you have as a business. This helps us to analyze needs such as Cupertino business continuation planning and succession planning.
After we have a sound understanding concerning the things that matter most to you and your current financial state, we can begin to consider Cupertino income tax strategies along with other strategies. Executing the plan of action that is most suitable for you, according to your values, goals and needs is what matters to us in the long run.
Execute With Confidence
At Pantheon Wealth Planning we take Cupertino estate planning seriously. We execute a financial planning process you can feel good about, with regular meetings throughout the year. This helps to ensure that your wealth portfolio stays current and that you stay informed and educated about the process. Give us a call today at 408-404-8282 to schedule a complimentary initial consultation. Your future is worth the investment.