Legacy Planning
Legacy planning is the preparation of how you will distribute your property and assets to your loved ones before or after your passing.
By legacy planning you are taking control and creating the legacy you leave behind, not leaving it up to the court system to decide how your assets and property will be distributed upon your passing.
Legacy planning can help to mitigate tax issues. Are you aware in 2024 you can give up to $18,000 to anyone without having to report this gift to the IRS?
We work with you and your legal representative to put all the proper documents in place so after your passing, the distribution of your asset and property are done according to your wishes. Some of the mechanisms which can be used in legacy planning are wills, trusts, and 529’s, but there are many more.
Source: irs.gov
Insurance and annuities offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944. Bee Financial Partners, LLC. is an Investment
Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products.
The insurance products offered by Vicki or Karl Joern are not subject to Investment Advisor requirements. Bee Financial Partners, LLC. is not affiliated with the U.S. government
or any governmental agency.
No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Impact Partnership Wealth offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website, https://impactpartnershipwealth.com/wp-content/uploads/2021/06/Impact-Form-CRS.pdf.
Insurance and annuities are offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944.
Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not: