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Mountain Peak Financial, Inc

At Mountain Peak Financial, Inc., we are dedicated to informing our clients and working closely with them to help develop the best financial strategies for their long-term goals. Our goal is to be the trusted lifetime advisor that helps our clients achieve the confidence they deserve for their financial futures.

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Mountain Peak Financial, Inc.  |  1425 W. Foothill Blvd., Ste 115, Upland, CA 91786 MAP  |  Tel: 909.982.2277

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Mountain Peak Financial, Inc. are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Charles Ragonese CA LIC #0B02155, Firm LIC #0I088569

Any references to protection benefits, safety  or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Mountain Peak Financial is not affiliated with the US government or any governmental agency. 615813

© 2018 by Mountain Peak Financial, Inc.

Wills VS Trusts [Infographic]

April 4, 2016

 

Although the topic of our own demise is something many of us would prefer not to think about, it’s important to be prepared and leave your loved ones with a solid plan to help them fulfill your wishes. Whether your assets range in size from a set of silverware passed down through generations to a 20-acre plot of land somewhere in mid Ohio, you’ll want to tell your loved ones exactly what to do with them.

 

The two most common estate planning tools are wills and trusts. When deciding which is right for you, keep a few things in mind. First, know your assets – what you have, what each is worth, and where you want each to go after your death.

 

Second, know the differences between wills and trusts and keep in mind that you don’t have to use one or the other. In fact, estate planning is most effective when the plan is as detailed as possible. Using both a will and a trust could contribute to your plan’s effectiveness and the ease of its execution.

 

And finally, although there are countless websites offering free templates to create your will yourself, we always recommend working with an attorney and financial advisor. It’s worth the investment to know that the assets you worked so hard for your entire life will be passed down properly, even if the only asset you want to protect is your great grandmother’s silverware set!

 

Read our infographic below to get started on understanding the key differences between wills and trusts!

 

 

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