Wealth Management Accounting Wealth Management
AccountingONE TEAM, ONE SOLUTION
Book a Discovery Call
Estate Planning

Estate Planning Is a Foundation, Not a Standalone Document.

A strong estate plan should do more than outline where your assets go. It should work alongside your asset protection, tax planning, and investment strategy so each part supports the others. We coordinate the full picture to help ensure your estate plan reflects how your wealth is owned, protected, managed, and ultimately transferred.

Schedule Your Free Estate Planning Call
What WMA Does Differently

Estate Planning That's Actually Coordinated With Your Tax Plan

WMA works with a trusted estate attorney (through partner firm ProDocs LLC) to build your estate documents in direct coordination with your tax and investment plans.

  • Trust structure designed with your specific tax situation in mind
  • Family LLC set up to protect assets AND minimize estate taxes, not just satisfy a legal checkbox
  • Beneficiary designations audited against your estate documents
  • Retirement accounts, real property, and business interests all in one cohesive plan
The Family LLC

The Most Powerful Estate Planning Tool Most People Have Never Used

When structured correctly, assets inside a Family LLC receive a valuation discount, because a minority interest in a family entity is less liquid than a direct asset. That discount reduces the taxable value of your estate.

In 1953, Sam Walton began moving Walmart stock to his children using a Family LP structure. He transferred ownership over decades. When he passed away in 1992, his family had already moved the majority of that wealth outside his taxable estate. Estimated estate tax savings: $11 billion. The principle works at every asset level.The Sam Walton Family LLC story

Assets that can go in

Real estate, investment accounts, business interests

Assets that generally can't

Primary residence, IRAs, most life insurance policies

Good fit if you have

A business, significant real estate, or combined assets over $500K

What's Included

WMA Estate Planning

  • Will and living trust preparation and review
  • Family LLC creation and funding
  • Asset protection structuring
  • Beneficiary designation audit and alignment
  • Charitable giving strategies
  • IRA beneficiary planning
  • Survivor assistance planning
FAQ

Questions People Actually Ask About Estate Planning

Do I need an estate plan if I'm not wealthy?
Yes. Everyone benefits from an estate plan, including single people with no dependents. The size of your estate determines strategy, not whether you need a plan.
Does estate planning in Florida work differently than other states?
Florida has no state estate tax, an advantage. Federal estate tax applies above the exemption threshold. Florida also has specific probate laws that make certain trust structures particularly valuable here.
How often should I update my estate plan?
Any major life event warrants a review. As a baseline, every 3–5 years. WMA reviews estate documents as part of your annual Master Plan review.
What happens to my business if something happens to me?
Without a succession plan, your business may be subject to probate, forced sale, or co-ownership disputes. WMA builds succession planning into your overall estate and financial plan.

Have More Questions?

Your first call is free and there's no pressure. If you don't see your question here, just ask us directly.

Book a Discovery Call

The Best Time to Build Your Estate Plan Is Before You Need It.

WMA estate planning is handled through ProDocs LLC, fully coordinated with your tax and investment plan.

Schedule Your Free Estate Planning Call