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\ufeff<\/span>At Samalin Wealth, your financial well-being is our top priority. As a fee-only fiduciary, we're committed to providing you with the best possible service and advice. We'll work closely with you to navigate the complex financial aspects of estate planning, preserving your wealth and achieving your financial goals.<\/span><\/b>
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<\/p>

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","subheadline":"Consider the tax implications of non-qualified accounts (which generally receive a step-up in basis) and qualified accounts (which are fully taxed as ordinary income, with the exception of Roth accounts) on your heirs. 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<\/p>

Samalin Wealth will help you to properly designate your beneficiaries on your accounts and assets, <\/span><\/b> all while minimizing tax implications and devising strategies to optimize the benefits received by your beneficiaries<\/b><\/span>. <\/span><\/span><\/b>Let us simplify your beneficiary arrangements and relieve you of the burden.<\/b><\/span><\/p>

<\/p>","imgPath":"uploads\/assets\/d40f6daf-b084-4cdb-b524-6c387badf846.jpg","settings":{"float":"left","maxLetters":20,"hideForParticipants":{"always":false,"type":"disabled","conditions":{"type":"group","operator":"AND","conditions":[{"type":"single","left":{"type":"variable","value":""},"operator":"EQUAL","right":{"type":"value","value":""},"uid":"82cq5s4"}]}},"action":"none","href":"","logicJumpPageID":""},"styling":{"font":{"family":"Lato","color":"rgba(8,8,8,0.8)","align":"left"}},"customStyle":true},{"componentID":"sgto3q6","type":8,"group":1,"text":"Need \"BENE\" Help?","styling":{"font":{"family":"Lato","size":18,"color":"rgba(255,255,255,1)","align":"left","highlightActive":true,"highlightColor":"rgba(255,255,255,1)"},"bg":{"color":"rgba(211,142,16,1)","highlightActive":true,"highlightColor":"rgba(211,142,16,1)"},"border":{"size":3,"color":"rgba(211,142,16,1)","radius":6,"highlightActive":true,"highlightColor":"rgba(25,60,106,1)"}},"settings":{"action":"custom","href":"https:\/\/samalinwealth.com\/schedule-a-consultation","email":"","logicJumpPageID":"cyi31u4","hideForParticipants":{"always":false,"type":"disabled","conditions":{"type":"group","operator":"AND","conditions":[{"type":"single","left":{"type":"variable","value":""},"operator":"EQUAL","right":{"type":"value","value":""},"uid":"i4b0bqo"}]}}},"customStyle":true},{"componentID":"xjfivt2","type":7,"group":1,"styling":{"color":"rgba(25,60,106,1)","height":0,"padding":10,"align":"left"},"settings":[],"customStyle":false},{"componentID":"sh3ymyj","type":8,"group":1,"text":"Conclude Analysis","styling":{"font":{"family":"Lato","size":14,"color":"rgba(255,255,255,1)","align":"left","highlightActive":true,"highlightColor":"rgba(255,255,255,1)"},"bg":{"color":"rgba(25,60,106,1)","highlightActive":true,"highlightColor":"rgba(25,60,106,1)"},"border":{"size":3,"color":"rgba(25,60,106,1)","radius":6,"highlightActive":true,"highlightColor":"rgba(25,60,106,1)"}},"settings":{"action":"jump","href":"","email":"","logicJumpPageID":"txybt4b","hideForParticipants":{"always":false,"type":"disabled","conditions":{"type":"group","operator":"AND","conditions":[{"type":"single","left":{"type":"variable","value":""},"operator":"EQUAL","right":{"type":"value","value":""},"uid":"i4b0bqo"}]}},"style_as_link":false,"skips_validation":false},"customStyle":true}]},{"pageID":"kd3t613","outcomeID":"","title":"Disclosure","redirect_url":"","isEditable":1,"number":9,"sameAsProject":true,"sharing":{"active":false,"title":"","description":"","imgPath":""},"styling":{"alignment":"center-center","elements":{"outline":false,"textColor":"#4A5568","elementColor":"#E2E8F0","highlightColor":"#4A5568","headlineFont":"Work Sans","textFont":"Work Sans","fontSize":"medium","borderRadius":6},"bg":{"color":"#EDF2F7","desktop":{"imgPath":"","align":"center center","fixed":true,"size":"auto","overlay":0},"mobile":{"sameAsDesktop":true,"imgPath":"","align":"center center","fixed":true,"size":"auto","overlay":0}},"contentBg":{"color":"#FFFFFF","opacity":1,"valign":"middle"}},"contentComponents":[{"componentID":"km67bgr","type":1,"group":1,"html":"Disclosure","subheadline":"","styling":{"font":{"family":"Montserrat","color":"rgba(25,60,106,1)","size":28,"bold":true,"align":"left"},"sfont":{"family":"Lato","size":16,"bold":false}},"settings":{"maxLetters":20,"hideForParticipants":{"always":false,"type":"disabled","conditions":{"type":"group","operator":"AND","conditions":[{"type":"single","left":{"type":"variable","value":""},"operator":"EQUAL","right":{"type":"value","value":""},"uid":"1sn8589"}]}}},"customStyle":false},{"componentID":"ai6g2di","type":4,"group":1,"text":"","html":"

Samalin Investment Counsel, LLC, doing business as Samalin Wealth, is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly notice-filed, or is excluded or exempted from such filing requirements. Registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.\n<\/p>

\nSamalin Wealth has sourced this content from the fpPathfinder, Inc. (\"fpPathfinder\") checklists, \"What Issues Should I Consider When Creating My Estate Plan?\" and \"What Issues Should I Consider When Reviewing My Beneficiaries?,\" both last updated December 1, 2023. View fpPathfinder's disclaimer.<\/a><\/p>

Samalin Wealth does not provide tax or legal advice. The information presented here is not specific to any individual\u2019s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.\n<\/p>

\nThese materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable\u2014we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.\n<\/p>

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