⌟ Seguros Generales
Muchas personas creen que no necesitan asegurar su patrimonio porque creen que el patrimonio es únicamente dinero. O piensan que el valor de su patrimonio no es lo suficientemente grande como para causar impuestos, o una pérdida representativa, entonces, ¿cuál es el punto?
Con pocas excepciones, todos tenemos un patrimonio, incluso el niño pequeño con una cuenta de custodia a su nombre y la nieta que recibió una hermosa pieza de joyería por sus 16 años.
Conclusión: si posee algo de valor que le pasaría a otra persona después de su muerte, tiene un patrimonio. Ya sea que lo sepa o no, una de las mejores formas de preservarlo es asegurarlo.
En términos generales, un plan de aseguramiento abarca la acumulación, conservación y distribución de un patrimonio. Un buen plan mejorará y mantendrá la seguridad financiera de las personas y sus familias.
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When you’re developing a plan for your estate, it’s important to understand your entire financial picture. That’s where I`m come in. Working with your tax and legal advisors, I will help coordinate your investment strategies to help ensure that your plan reflects your wishes for your legacy.
Complete the form if you’d like to receive my three estate planning guides, which include information about the importance of having certain estate documents, maintaining beneficiary designations, and organizing your financial documents.
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Q : How to Switch Banks?
A: If you’re going to write checks or use online bill pay, start writing checks from the new account and fund those payments by transferring money from your old account.
Q : Why should I spend money on a financial advisor?
A: Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.
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Q : I am already in debt. How can I afford a financial advisor?
A: The help of a financial advisor may be less expensive than you might think. Depending on the help you are looking for, you could be looking at a fee only situation or commission based pricing.
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