Your legacy is important. Make sure it’s preserved the way you intend with an Estate Plan review with your team at Vision Capital. Together, we’ll review your investments for beneficiary and contingent beneficiary designations. Revisiting these on an ongoing basis allows you to rest assured that your loved ones are thoughtfully accounted for.
Spring cleaning isn’t just for your home. It’s for your estate plan and portfolio too. Don’t allow outdated documents to gather dust. Our experienced team at Vision Capital can help you tidy up your financial affairs by reviewing and updating your estate plan this season. Whether looking over your will, trust or power of attorney or assessing your investment strategy, let’s ensure your wishes are clear and your loved ones are protected.
Secure your legacy with strategic gifting. With the Tax Cuts and Jobs Act expiring in 2026, now is the time to plan larger gifts and safeguard your assets and minimize estate tax liabilities. Whether it’s ensuring your loved ones receive what you intended, or making impactful charitable contributions, Vision Capital can help you navigate the complexities of estate planning, take advantage of higher exemption limits while they last and let us guide you towards a financially sound future..
Maximize the impact of your estate plan by placing assets strategically in trust. By thoughtfully crafting specific trusts, you can protect assets and ensure a prosperous future for your loved ones. Let Vision Capital be your partner navigating these tailored solutions to safeguard your wealth and secure a brighter Legacy for generations to come.
Married couples enjoy expanded options with the unlimited marital deduction. This provision allows tax exempt gifts to a spouse during your lifetime or after death shielding them from gift and estate taxes. Seize the opportunities it presents to enhance estate planning and gifting strategies between spouses.
Gifts to a charity or Donor-Advised Fund may qualify for a tax deduction if your total itemized deductions exceed your available standard deduction. If total itemized deductions are below the standard deduction, consider bunching multiple years of charitable contributions within a single year, maximizing the tax benefit in the year of the gift. We partner with your tax professional to help you capture the largest tax benefit.
Consider Donor-Advised Funds as a powerful tool in your philanthropic strategy. With Donor-Advised Funds, you can make substantial contributions and enjoy their tax benefits in the year of the gift without the requirement to immediately designate the funds to a specific charity. This flexibility allows you and your future generations to control both the timing and recipients of your gift.
At Vision Capital, our mission is to improve your financial wellness. Our team of investment professionals and financial planners work together to provide guidance and expertise and investment management and financial planning.
Contact us to learn more about how we work with our clients to support them along their financial journey and improve their financial wellness.
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