Estate Planning
You Decide How
Your Money Lives On.
It May Be Hard to Talk About, but It Doesn’t Get Any Easier When You Aren’t Here.
Clearly thinking through your plan before a crisis is the best way to make sure your legacy and money are honored and preserved. We offer compassionate, trusted estate planning guidance to help guide you through the entire process. We’ll help you understand your options, clearly define a plan and strategize ways to minimize costs and taxes.
Our estate planning team combines tax and financial strategies to help preserve wealth for future generations. Making sure you’ve taken care of everything helps ease the stress of losing a loved one, and you’ll know that everything you’ve worked for will continue to provide for those who matter most to you.
Services
Wealth Transfer
Life insurance, gifting, and charitable strategies may reduce estate tax and maximize the after-tax wealth transfer of your beneficiaries.
Stretch Strategies
Implementing appropriate beneficiary selections can potentially extend tax-deferral for future generations.
Generational Planning
Asset ownership strategies, beneficiary selections, and wills and trusts should be consistent with your intentions and may help avoid probate costs or other legal expenses.
Financial & Retirement Planning
Getting you to where you want to be by removing any unnecessary risk and preventing costly mistakes.
High Net Worth Tax Planning
We start by focusing on your individual and family goals, then proactively identify tax-saving opportunities.
Succession Planning
When you’ve poured your heart and soul into your life’s work, the right plan is crucial to help your business live on.
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Industry Insights
Investment advisory services offered through Maner Wealth, a SEC Registered Investment Advisor. Subadvisory services offered through Advisory Alpha LLC, a SEC registered investment advisor. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.