Estate Planning: Creating a Legacy that Reflects Your Wishes | |
Planning Your Legacy: A Guide to Transferring Wealth to the People You Love
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Estate planning isn’t just paperwork — it’s how you make sure the wealth you’ve built goes to the right people, at the right time, in the right way. Without a clear plan, even straightforward transfers can get delayed, taxed down, or disputed. This guide outlines the key steps to get your financials in order.
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| | | | Blog by Lisa Kellum, MSW, CFSW, MBA, CDMM – Financial Wellness Director | |
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The last day to file 2025 business tax returns is Monday, 9/15. In order for us to complete your extended business return by the 9/15 deadline, we will need your documents as soon as possible. Information received on or after 9/1 will be subject to a $250 expedited fee. (Click here to access the Client Portal to upload your documents.)
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If quarterly estimated taxes are not paid on time, interest and penalties will accrue equal to 1/2 percent of the unpaid amount per month. (Click here for more information.)
| | More Important News & Resources | | Our goal is to share valuable and practical information with you through our blogs, resource links, social media posts, and updates. On our blog, you’ll find all the tools, resources, and information you need. Have questions? Give us a call! | | | | Business Services: A Strategic Partnership | At Storen Financial, we believe the best business decisions come from ongoing relationships, not last-minute conversations. We take the time to understand your business, your goals, and where you want to go so we can provide guidance that helps you move forward with confidence. Click here to read more. | | | | Event: Leaving a Legacy With Wealth Transfer Planning 9/16 | Whether you’re planning for the next generation or simply want to better understand your options, we’ll discuss strategies for transferring wealth, common tax and investment considerations, estate planning essentials, and the importance of creating a plan that reflects your goals and values. Click here for event details. | | | | Creating a Personalized Financial Experience | Getting started with financial planning, tax services, investments, or business support can feel overwhelming. At Storen Financial, we believe it shouldn’t be. From your very first conversation, we’ll take the time to understand your goals, answer your questions, and connect you with the services and professionals that best fit your needs. Click here to read more. | | | | Video: Young Professionals Program – Credit | Join us as our Investment Advisor Representative, Joseph Cavazos, sits down to discuss the concept of credit. Our goal with this video series is to educate and provide resources that can guide young professionals on their financial journey. Click here to watch this video. | | | | Understanding AUM Fee Structures: Tiered, Milestone, and Fixed Fees | Before you agree to work with a financial advisor, ask how they are compensated and what services are covered by their fee. Some advisors may charge additional fees for certain services, programs, or investment products. Click here to read more. | | |
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| | Follow along for more from our team! | | Comprehensive Financial Services | | We are here year-round offering comprehensive tax, accounting, and financial planning services that will help you pursue your financial objectives... | | Our team is committed to delivering professional financial services with personalized customer attention. Have you met... | | | | |
Jonelle Mohr -
Administrative Assistant
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Jonelle has been a valued member of the Storen Financial family for over nine tax seasons. She is involved in preparing tax documents and returns, assisting clients, and working on special projects throughout the year. Her primary goal is to make the whole process for our clients as efficient and easy as can be. Click here to read more.
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1120 W Oak St, Suite 200
Zionsville, Indiana 46077
| | | Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Click here to learn more about Storen Financial. | | |
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
Securities offered through Simplicity Investments, Member FINRA/SIPC. Investment advice offered through Storen Legacy Partners, a registered investment advisor. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Greg Storen and Storen Tax & Financial Group Inc., a separate legal entity, are not affiliated with Simplicity Investments. Simplicity Investments does not offer tax advice or Tax/accounting/CPA related services. Registration as an investment advisor does not imply any level of skill of training.
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