Philanthropic & Estate Planning

Live for today. Plan for tomorrow

Estate planning is an essential aspect of an individual’s financial plan.  At Spring Delta Asset Management, we work with legal professionals and accountants to create a comprehensive plan for the management of properties, and it’s distribution, after the death of its owner.

People often have different wishes for the distribution of their wealth and properties after their death. The process of distributing estate after the death of an individual is usually tedious and complicated. However, having an estate plan in place ensures such discomforts are addressed early enough. It also provides that your properties and wealth end up with the intended individuals.

There are many ways to distribute your properties, less than a negligible number of people would prefer their properties and up with the IRS.

A great way of leaving your legacy behind, can include philanthropic projects or charitable giving. Making plans for charitable giving consists in identifying the properties that will be charitably given out in the most tax-efficient way. 

The benefit is that you can give the most out of what matters to you, towards fighting a cause, while saving on cost. Accounts such as the IRA are often a source of charitable giving. They help to make the situation as simplified as possible.

Spring Delta Asset Management is highly skilled at creating estate plans. We work closely with attorneys and experts to ensure your expectations are met as to how to distribute up your properties, even when you are not around anymore.

 

Are you on track to save what you need for retirement?

Try out our 401(k) calculator to see if you will have enough funds saved up for retirement. 

 

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With wealth attracts opportunity but there is an increased level of complexity. Spring Delta Asset Management is here to help you not only enjoy your wealth today, but make an impact on your family and the causes you hold dear.

We will work with you and your trusted advisors to create a master plan for the management of your assets property during life and the distribution of that property at death.

Spring Delta takes great pride in understanding your desires and needs of the future and helping you implement a plan of action today. 

You do not need to be a billionaire, before seeking a sound estate plan. As long as you have assets and properties and you will like to control how they are distributed after you, you can benefit from an estate plan. 

Estate planning is beneficial to everybody. You would not like everything you have labored for, to get in the wrong hands. However, an estate plan ensures you decide who controls what portions of your wealth after you. Estate plans usually cover all your assets. It is, therefore, a good idea to determine where your properties go after you. 

Access our IRA tools and calculators

How much do you need for retirement?  What age can you retire?  You can get a good gauge of all these questions and more from our IRA tools and calculators. 

 

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