February 27, 2020

How prepared are you?

Trouble viewing this email? View in browser instead

Header Picture


Survivor and emergency planning is something most people put off, but it is crucial to address it sooner rather than later. If something were to happen to you or a loved one, are you prepared? An emergency, illness, or death can strike any one of us at any time.

We can help you in
the following areas:
Implications for IRAs Estate Planning
Do you have a will, trust, power of attorney, and health care proxy? Wills are particularly important if you have young children. Trusts can greatly simplify inheritance issues, and POAs and HCPs can prevent unnecessary family conflict.
Implications for IRAs Insurance Protection Strategies
Protect yourself and your family from the unexpected. Preserve your income in the event of an injury or illness.
Implications for IRAs Long Term Care
Long term care insurance provides a daily benefit whether care is provided in a nursing home, assisted living facility or in your own home. The younger you are when you buy the policy the less expensive it is.
Implications for IRAs Beneficiary Planning
Have confidence that your assets will transfer as you wish. Review your beneficiaries and contingent beneficiaries to confirm they are current.


Implications for IRAs Do you have a plan in place for the items mentioned above?

If your answer is no, call or email today to schedule a confidential consultation.

BROUGHT TO YOU BY:

Profile Picture

Joshua J. Bodenstadt, CPA
Partner
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485

Tel 858-642-5050 x2045
josh@dkllpcpa.com

Profile Picture

Kristopher Lindley, CFP®
Financial Consultant
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
Kristopher.Lindley@LPL.com

DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills

Investment advice offered through Integrated Partners, doing business as DK Wealth Management LLC, a registered investment advisor. Joshua J. Bodenstadt is a solicitor to Integrated, compensated for solicitor services. Joshua J. Bodenstadt does not provide investment advice. Joshua J. Bodenstadt is not affiliated with Integrated Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

The information in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. Integrated Partners does not provide legal/tax advice or services. Please consult your legal/tax advisor regarding your specific situation.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

InTouch Picture