Wealth Transfer

Wealth Transfer

Wealth transfer, or estate planning as it is also called, is typically viewed as something that only the “wealthy” have to do.  However, the reality is that everyone should do wealth transfer planning.  Why?

Wealth transfer planning is the process of clearly designating:

  • Who gets what
  • When they get it
  • How they get it

It doesn’t matter how much you have.  It is important that you specify the above.  If you don’t, someone else will do it for you!

Some individuals may also need to incorporate tax planning in to the above equation.  It is important to remember that the ‘estate tax’ is the only voluntary tax.  In other words, with planning and time it is possible to reduce or completely eliminate any potential tax obligation.  However, the key is fitting your tax planning in to your overall wealth transfer plan.


*Any tax advice contained herein is of a general nature. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as (insurance professionals, financial planner, investment advisor, securities broker)


Fee-Based Planning offered through M3 Advisors, a State Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor. Securities Offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431*, 1-800-765-5201. Martin Financial Group, LLC and M3 Advisors are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.

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