Trust and Estate Planning

One of our specialties at Legacy Consultants Wealth Management is estate planning.You work hard to create a life of which you can be proud. Achieving a sense of financial independence is no easy task. We are here to assist you with protecting your legacy by utilizing strategies aimed at transferring your assets to your desired heirs. We seek to reduce or eliminate the expense of estate tax and the cost of processing an estate in probate court.  

What is Estate Planning?

Estate planning is determining how you want your assets distributed when you die or can no longer make decisions for yourself. Without a comprehensive plan, state laws may determine how your estate is processed, distributed, and managed.

How can we assist you with your plan?

Estate planning can be complicated. Guided by decades of experience and a passion for planning, we work closely with you to determine your goals. We educate you on the options available to you in an effort to maximize your assets and preserve your estate. We work closely with several local attorneys who can assist you in creating legal estate planning documents to ensure your wishes are carried out as seamlessly as possible.

What are the benefits of having an estate plan?

It’s important to have an estate plan in place for your peace of mind. An estate plan may protect your beneficiaries from incurring the difficulties associated with probate court and uncertainty. Your estate can help with everything from funding the college tuition of your heirs to helping your loved ones live a more financially secure life.

*The information contained in this herein is not written or intended as financial, tax or legal advice. The information provided herein may not be relied on for purposes of avoiding any federal tax penalties. You are encouraged to seek financial, tax and legal advice from your professional advisors.