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Estate Planning


  • Preserve your estate for your intended heirs.

  • Help with beneficiary designations.

  • Reduce exposure to estate taxes and probate costs.

  • Coordinate with your tax and legal advisors.**

Our Approach

Estate Preservation and Generational Legacy Planning – We will ensure that your estate plan not only provides for distribution to the ones you love but also protects your children’s and grandchildren’s legacy from divorce, death, and litigation. We will reduce federal and state estate taxes and minimize estate settlement costs to the extent possible. We will also review beneficiary designations to determine that there are no inconsistencies. We coordinate with your attorney and CPA as necessary.

Survivor Needs Analysis – The loss of a spouse is perhaps one of the most traumatic experiences anyone will ever go through. We help you assess the financial impact and determine the actions you should take today to ensure that your loved one can maintain their desired lifestyle when you are gone. We want to reduce unnecessary stress and provide financial security to your spouse or significant other. 

** Insurance Planning through Asset and Wealth Management Group, LLC.