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Ensure the financial security of your loved ones.

Without a proper wealth transfer strategy, much of your assets could end up being drained by taxes. Leaving an inheritance to your loved ones, however, is easier said than done.

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A FEW THINGS TO START WITH

Wealth Transfer Strategy Considerations

 

iconDon't Forget About You!

Be sure to first determine how much you will need to lead a comfortable retired life.

iconPresent & Future Family Needs

Assess the needs of your family, especially if you have children with specific needs.

iconBreak the Ice

Initiate a dialogue with your loved ones about your succession plans, especially if there is a family business involved.

iconFamily Assets & Capabilities

Determine your family's financial capabilities and how they will manage the money and assets.

icon Roll with the Punches

Keep your plans up-to-date to accommodate changes in life as they are bound to happen.

iconBring an Expert to the Table

Work with a wealth transfer professional team to ensure it is done right and provide peace of mind.

TYPES OF WEALTH TRANSFER STRATEGIES

We'll help you make the wise choice.

The investment and wealth transfer specialists at MutualFinancial Investment Services will work closely with you to determine a plan suitable for your situation and family. We help you navigate the pitfalls and risks to protect your assets and ensure successful transfer to your designated beneficiaries.

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We have Answers

Wealth Transfer Frequently Asked Questions

  • Who should consider wealth transfer strategies? Do individuals normally do so at a particular age or stage in life?

    Who should consider wealth transfer strategies? Do individuals normally do so at a particular age or stage in life?


    Wealth transfers are used to pass money along to a beneficiary in the most tax efficient way. Such transfers can be done anytime, though there is a maximum age of 85 or 90.

  • How long does it usually take to get a wealth transfer strategy in place if I’m just starting with it?

    How long does it usually take to get a wealth transfer strategy in place if I’m just starting with it?


    Your wealth transfer strategy can be created immediately during a meeting with your MutualFinancial representative.

  • What does it cost to begin a wealth transfer strategy with a MutualFinancial Investment Services’ advisor?

    What does it cost to begin a wealth transfer strategy with a MutualFinancial Investment Services’ advisor?


    There are no fees to develop a wealth transfer strategy with a MutualFinancial Services’ advisor.

  • How do beneficiaries of a wealth transfer plan access the transferred funds?

    How do beneficiaries of a wealth transfer plan access the transferred funds?


    Beneficiaries receive a wealth transfer through the life insurance company as a lump sum, which can be paid directly into a bank account, or mailed as a check.

open
Who should consider wealth transfer strategies? Do individuals normally do so at a particular age or stage in life?
x
Who should consider wealth transfer strategies? Do individuals normally do so at a particular age or stage in life?

Wealth transfers are used to pass money along to a beneficiary in the most tax efficient way. Such transfers can be done anytime, though there is a maximum age of 85 or 90.

open
How long does it usually take to get a wealth transfer strategy in place if I’m just starting with it?
x
How long does it usually take to get a wealth transfer strategy in place if I’m just starting with it?

Your wealth transfer strategy can be created immediately during a meeting with your MutualFinancial representative.

open
What does it cost to begin a wealth transfer strategy with a MutualFinancial Investment Services’ advisor?
x
What does it cost to begin a wealth transfer strategy with a MutualFinancial Investment Services’ advisor?

There are no fees to develop a wealth transfer strategy with a MutualFinancial Services’ advisor.

open
How do beneficiaries of a wealth transfer plan access the transferred funds?
x
How do beneficiaries of a wealth transfer plan access the transferred funds?

Beneficiaries receive a wealth transfer through the life insurance company as a lump sum, which can be paid directly into a bank account, or mailed as a check.

 

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