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Estate Planning Strategies

Estate Planning Strategies

Estate planning strategies can be simple, or they can be complex. For many, we help people by assisting them with living trust preparation, which we believe can be an effective way to transition assets. For more sophisticated trusts, we can help coordinate plans together with your current attorney or help you find one that meets the needs of your estate plan. We are ready to plug you into our network of professionals who can help you achieve your unique estate planning objectives.

Estate Tax Planning Strategies

While today’s high estate tax exemption amount is a boon for many, estate tax planning strategies still do come into play with high-net-worth families. And remember that your estate encompasses everything you leave behind. For instance, leaving a taxable IRA or 401(k) account to a non-spouse means that they must take required minimum distributions (RMDs) each year, and empty the account completely within 10 years of inheritance, potentially leaving them with a much high tax burden than you may have intended. Let’s explore your options.

Truth About

Money

Live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix!

Unfortunately, this industry is clouded with hype and veiled facts that can sometimes make it difficult to know how you can protect yourself and achieve the growth you desire. That’s why Bruce J. Weinstein of Premier Southwest Planning Group goes live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix to teach listeners the truth about money and financial planning. Listen along as we cover the latest strategies and tools retirees are using to defend themselves in retirement and outline their futures with their families. No longer do you have to be a victim of a predatory market. That’s because you’ll be armed with the truth.

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Our Services

In our decades of experience, we understand what you might be looking for and what might help you reach your unique goals, and that’s how our services menu was crafted: with clients in consideration. We’re here to offer guidance and tried-and-true strategies for any stage or aspect of your life, helping you and standing at your side as you pursue your greatest objectives. Our mission is to help you achieve your goals for growth while also offering the protection and preservation of your wealth, then working with you to find a way to distribute that wealth as efficiently as possible. It’s all part of our simple, repeatable process that helps us give you the education you need to carve your own path toward your ideal future.

Risk Management

Risk management is about evaluating current risks and whether they are investment or insurance related. We can also help you explore strategies to potentially mitigate risks using tactile investment management or insurance policies for personal risk versus self-insuring. Our analysis ensures that your risk level aligns with your goals, and we can help you find a strategy that is in your best interest.

Estate Planning

We help people by assisting them with living trust preparation, which we believe can be an effective way to transition assets. For more sophisticated trusts, we can help coordinate plans together with your current attorney or help you find one that meets the needs of your estate plan. We are ready to plug you into our network of professionals who can help you achieve your unique objectives.

Tax Planning

Sometimes the best way to grow your wealth is by keeping more of what you’ve already earned. Our goal is to provide strategies that focus on tax-exempt income planning versus taxable income planning. We also include an analysis of your Social Security benefit to see if your monthly payments are taxable. Then, we can help you convert tax-deferred funds or create tax-free streams of income to use in the future.

Retirement Planning

Retirement is the end goal. It’s the period of life during which you can start doing what you want to do instead of what you have to do. We focus on providing you with strategies that maximize your wealth while minimizing risk and investment costs. We can also help you plan for your projected lifestyle expenses by creating a distribution plan that works to make your money last as you fulfill your goals.

Major Life Events

Life happens, and while you can’t stop it, you can surely prepare for it. We also know that change is inevitable, and whether we’re talking about good change or bad change, we can work with you to help you adapt to your new circumstances and become flexible in the event that your plan must change accordingly. Our partnership is an ongoing one, and we stand by you through each up and down.

Insurance Planning

We provide a full review of all insurance policies, including home, auto, liability, life, disability, long-term care and more. Once we’ve completed our review, we can determine if your policies match your goals and help you replace the ones that don’t. We can also leverage modern, innovative insurance policies to help you create tax-advantaged income and secure living benefits that do not come with market investments.

Live on the air every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix!
Listen Now!

Contact Us

We’re ready to provide you with premier service. If you’re ready to find a path toward your ideal future, fill out our form below, and we will reach out to you to discuss your current circumstances, your objectives and strategies we can use to help you reach them!

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