Personal Finacial Planning
Special attention is needed to build and preserve your personal wealth. You get one - on - one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure your wealth's growth and longevity.
We help you:
Estate planning is not just for the wealthy, but for anyone who wants to secure a future legacy. You have options to consider when organizing your estate, from donating income to charities to building a cushion for assisted living care.
Planning your finances' long-term future is an important step in ensuring that your lifestyle and family are safe when you don't want to work anymore or can't. The estate planning process helps you to understand the financial implications of each decision you make, in addition to minimizing tax liabilities. Services for estate planning can help:
One of the main advantages of planning the estate is that it allows you to feel comfortable about the financial situation of your family even after you retire or choose to stop working.
With the help of Global Tax Advisers, a proper estate plan can ensure that your money is passed on to your chosen beneficiary or beneficiaries and that any debts you owe are paid. This means you can take care of your family in the long run by distributing the largest amount of wealth, without worrying about excessive taxation or probate time.
The lack of an effective estate plan not only increases the chances that gift taxes will absorb your finances, but also that your chosen beneficiaries will be left to pay down debts for which they had not previously been accounted.
Elder care planning encompasses all areas of financial planning, such as providing services for financially independent clients. We provide financial and tax services at Global Tax Advisers to clients with elderly family members who are looking for daily bookkeeping and accounting assistance.
Our financial planners and CPAs in San Jose are able to help clients determine funding for healthcare and housing as well as their impact on their current financial goals. If you have a loved one approaching the retirement age and/or are unable to take financial care of yourself, it is important to partner with our trusted CPA Elder Care Services firm that takes your needs into consideration.
Choosing a trusted professional is important to assist in managing and coordinating the finances, assets, property of your loved one and selecting other professionals that will be part of your support system. Our team helps customers prepare for the future and speaks to your loved one about drawing up documents for estate planning, establishing attorney power, creating will or irrevocable trust, and keeping these documents in place.
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Give us a call to learn more about our financial services for individuals.