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Estate Planning

Beneficiary Designations

Most estate plans include retirement accounts and insurance policies, and both have beneficiary designations. At StrongHold Wealth Partners, we review and recommend beneficiary designation adjustments after any significant life change, such as a divorce, remarriage, or death of a loved one.

By regularly reviewing and updating beneficiary designations, we can help our clients maintain the integrity of their estate plans and ensure that their assets are passed on to the intended beneficiaries in a timely and efficient manner, minimizing potential conflicts and complications during the estate settlement process. This proactive approach is a fundamental aspect of our comprehensive estate planning services, designed to provide peace of mind and security for our clients and their loved ones.

 
 
 
 
 
 

Significant Life Changes

A significant life change can impact other parts of your estate plan so we provide suggestions and assistance for adjusting accounts or other financial aspects.

Planning for Long-Term Care

Trusts and Long-Term Care Insurance are two ways you may prepare and we can speak to the financial ramifications of long-term care and help you find a solution that works for your personal financial situation.

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Contact StrongHold Wealth Partners:

admin@strongholdpartners.com

7150 E Camelback Road Suite 444
Scottsdale, AZ 85251

Phone:

480-992-9240

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