Legacy Strategies

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 help 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.

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

Long-Term Care Insurance one way to help you prepare for potential long term care expenses, and we can speak to the financial ramifications of long-term care and help you find a solution that works for your personal 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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Our firm and our representatives offer insurance and annuity products and services. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state. Insurance products involve fees and charges, including possible surrender penalties. Life insurance generally requires medical and often financial underwriting to qualify. Annuity withdrawals are taxed as ordinary income and a potential 10% IRS penalty if taken before age 59-1/2.

The information provided is for informational purposes only. It should not be construed as a recommendation of any kind. Please consult an appropriately licensed financial professional regarding your own situation. Consult with a tax advisor or attorney regarding specific tax or legal advice. Stronghold Wealth Partners is not affiliated with, or endorsed by, the Social Security Administration or any other federal agency.