Estate Preservation
Protect your personal, financial, and philanthropic goals.
RockStar Financial positions your estate to work symbiotically and efficiently under one plan. We will help preserve your legacy and protect your personal wealth.
Helping you navigate through life's unpredictable stages.
By definition, estate preservation is a process designed to help manage and protect your personal, financial, and philanthropic goals while you are alive, and to conserve and control their distribution after your death according to your wishes. But what estate preservation means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate preservation needs.
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The act of protecting your personal wealth is one of the most important decisions you’ll ever make. We will help create a tailored, tax-efficient and flexible plan to navigate through life’s unpredictable stages; not only for today, but for tomorrow.
Who would you choose to inherit your estate?
There are three parties you can allow to have access to your estate: your beneficiaries, a charity, or the government. The choice is yours.
Government
If you do not have a plan in place, you potentially risk a large portion of your estate going to the government.
Charity
Have a cause that’s near and dear to your heart? You can leave a charitable gift to your favorite nonprofit.
Beneficiaries
You have the ability to name your beneficiaries and financially help them replace lost income or wealth.
Life insurance can help simplify the transfer of assets.
A life insurance policy immediately creates a fully valued tax-free asset upon first premium receipt. Many people want to know the most efficient and cost-effective way to maximize the distribution of their assets and there is no better asset class than life insurance.
Tax-free wealth transfer.
The death benefit is the main reason you should buy life insurance. In the event of an early death, the death benefit passes to your beneficiaries income-tax-free and can be used for income replacement, supplemental college funding, business succession, and much more.
A resource in the event of an unexpected illness.
If a serious illness arises, the road to recovery may take a while and could affect your financial future. Certain life insurance policies offer you living benefits that accelerate the death benefit so you can cover any ongoing expenses.
Preserve and control your legacy today.
Protecting your personal wealth is one of the most important decisions you’ll ever make.
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Please contact us today to find out how!
RockStar Financial
San Diego, CA
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
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Insurance Licenses #0D41062 & #0F42950
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The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Julia Sky King providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD # 175083.
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