Provide for your children
My Absolute WealthCARE™ service reviews and helps you determine whether you have established guardianship arrangements for your minor children in the event that both you and your spouse should die. I also review and help you establish the right trust and other savings vehicles to provide for them now and in the future.
Provide for other relatives who need help and guidance
My Absolute WealthCARE™ service reviews and helps you determine whether you have established special trusts and other savings vehicles to provide for any other relatives or other dependents that you may have.
Get your property to beneficiaries quickly
My Absolute WealthCARE™ service helps you ensure that your beneficiaries receive the property you've left them promptly. I wil show you how to avoid or ease probate through insurance paid directly to beneficiaries, the pros and cons of joint tenancy, establishing a living trust, expedited probate and other laws that benefit your beneficiaries.
Plan for incapacity
My Absolute WealthCARE™ service helps you plan for incapacity by establishing living wills and durable health-care powers of attorney and by reviewing your disability insurance needs and more.
Minimize expenses
My Absolute WealthCARE™ service helps you keep expenses low, save and even grow your estate so that there is more left over for your family and beneficiaries.
Choose executors/trustees for your estate
My Absolute WealthCARE™ service helps you select competent executors and trustees. This reduces the burden on your family, simplifies administration of your estate, reduce's a probate court's involvement among other benefits.
Ease the strain on your family
My Absolute WealthCARE™ service helps you ease the strain on your family during one of its most difficult times. We will talk frankly and thoroughly about what your funeral arrangements will be. If you are interested in organ donation, cremation or other arrangments, it is best to set these matters straight ahead of time. This isn't a pleasant topic but it is so beneficial to your family to have everything prearranged and taken care before that day ever occurs.
Help a favorite cause
Do you want a legacy? Do you have a favourite charity, religious, educational, scientific or other cause that you would like to support? Would you like to reduce your overall taxes? My Absolute WealthCARE™ service can show you and structure for you a number of vehicles for accomplishing any or all of these goals?
Get a grip on your debt
With my Absolute WealthCARE™ service we will review your overall financial health and start structuring your debt management and consumer spending so that you can begin growing your estate.
Save and Invest
With my Absolute WealthCARE™ service we will review your savings and investments and make sure that you have the right strategy and mix that best suits your present situation and future needs.
Provide for your spouse or partner in time of need and beyond
My Absolute WealthCARE™ servicereviews and helps you determine whether you have adequate insurance coverage to pay necessary funeral and living expenses and to compensate for your lost income.
Make sure your business goes on smoothly
Business owners have their own special concerns. Do you want your business to continue after you are gone? With my Absolute WealthCARE™ service we will structure things so that your interest in the business will be taken care of as you want it to be.
Getting Married? Preserve Your Estate From the Get-Go
At a time when a majority of marriages end in divorce within a few years, a prenuptial agreement is vital and smart. In a community property state such as California, a prenuptial agreement may be the best precaution that you ever made. This is especially the case if you have children or other family members that you would want to see get your property in the event of your death. With my Absolute WealthCARE™ service I will review all of these sensitive areas and help you make appropriate arrangements.
Reduce taxes on your estate
Is Uncle Sam more important than your real family? Every dollar your estate pays for administration costs or in estate taxes reduces the amount your family gets. Under current law if your total estate is over a certain amount the federal estate tax kicks in. You don't want that to happen, or if it is unavoidable, you definitely want to plan properly so that you reduce its effect to a minimum. Did you know that currently you can give thousands of dollars a year to your children and others tax-free? If you start giving to your loved ones now, your estate will pay less in taxes later. Even smaller estates can benefit from my Absolute WealthCARE™ service.
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