PMG Wealth Management

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Wealth Transfer

PMG Wealth Transfer
Congratulations! You’ve worked hard your entire life to build a significant amount of wealth.  You’ve been able to stay retired, possibly helped your kids with their first homes, and even put away money for your grandkids.  What are some of the next steps and ways to protect your family’s wealth?  Now is not the time to drop the ball and let the IRS or government determine what is best for your family.

Proper estate planning and wealth transfer involves a team approach.  For many people, these are very private issues and new concepts.  PMG Wealth Management is trained to coordinate the different areas of people that need to be involved in a professional, private manner.  We can work with your team of professionals or introduce you to our network.

Some of the areas we discuss during the Wealth Transfer stage include:

  • Wills & Trusts
  • Trust Services
  • Estate taxes
  • Current tax law and planning strategies
  • Beneficiary designations and their importance
  • Probate
  • Gifting strategies
  • Long term care and Life Insurance
  • Powers of Attorney & medical affairs
  • Benefits of charitable gifting
  • When to use a corporate trustee

Do you have assets in which you would like to protect for your adult children or grandchildren?  Maybe you’re a future beneficiary and are concerned of your parents Wealth Transfer strategy.  For more information or to schedule an appointment please contact us or call at (847) 550-6100.

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Office Location

PMG Wealth Management
60 Landover Parkway, Suite D
Hawthorn Woods, IL 60047

Phone: 847.550.6100
Fax: 847.550.6106

Driving Directions: Entrance to Landover Parkway is off Midlothian Road (not Fairfield Road).

PMG Wealth Management, Inc.™ • 60 Landover Parkway.• Suite D • Hawthorn Woods, Illinois 60047 • 847-550-6100

Copyright© 2019 PMG Wealth Management, Inc.™ All rights reserved.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
Investment advise and Financial Planning offered through PMG Wealth Management, Inc. a Registered Investment Advisor.
PMG Wealth Management, Inc. is a separate entity from LPL Financial.

The registered representatives of LPL Financial that are associated with this site are registered to discuss and transact securities business in the following states:
Arizona (AZ), California (CA), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Maryland (MD), Massachusetts (MA),
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Tennessee (TN), Texas(TX), Virginia (VA), Washington (WA), Wisconsin (WI).
No offers may be made or accepted from any resident outside these states.