Hux Capital Management

Many People Have a Will.
Few Have a Legacy Plan.

The difference can mean years of delay, unnecessary taxes, and a smaller inheritance for the people you care about most. Download our complimentary 10-point Estate Planning Checklist and see where your plan stands.

$13.61M
Federal estate tax exemption (2024)
10 YRS
Inherited IRA withdrawal window
60%+
Of adults have no estate plan

What's inside the checklist:

  • Review all beneficiary designations
  • Confirm your will is current
  • Understand the SECURE Act's 10-year rule
  • Plan for estate tax exposure
  • Consider a revocable living trust
  • Review titling of all assets
  • Create a letter of instruction

Plus: why most estate plans fall short, the probate problem, and the inherited IRA tax trap.

This information is provided as general information and is not intended to be specific financial guidance. Before you make any decisions regarding your personal financial situation, you should consult a financial or tax professional to discuss your individual circumstances and objectives. Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.