Estate Planning
The ability to plan for multi-generational wealth or long-term philanthropic planning begins with a thoughtful and practical estate plan.
Our aim extends beyond legal documents and tax reduction. It involves envisioning how future generations or charities will manage the wealth you leave behind.
What We Offer
We begin by comprehensively understanding your family’s finances and legacy objectives. Together, we develop a plan to minimize estate tax and optimize benefits for future generations and charitable endeavors. Our focus spans from plan creation to execution and implementation.
- Goals and long-term vision for wealth
- Creation of planning ideas
- Estate plan execution
- Implementation of wealth-transfer strategies
- Ongoing management to carry out your plan
What Makes Us Different
Execution
Beyond helping our families craft their estate plans, we also can serve as the fiduciaries carrying out those wishes after your passing. We can advise you on what your family will experience when a loved one passes away.
Preparation
Once your plan is in place, your team takes all the necessary steps to execute the plan through entity structures, asset titling, and annual oversight to ensure what you want to happen does happen.
Next Generation Education
Your team works with you on a plan to educate and prepare the next generation to understand your end-of-life wishes and become stewards of the legacy you built.
Three Tailored Options to Meet Your Needs
1. Standard
Technology enabled estate plan based on where you are in your financial journey.
2. Premium
Technology enabled estate plan with the ability to review with estate attorney.
3. Custom
Fully customized estate plan developed by an attorney with your Prudent Wealth Advisor as your guide.