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Estate Planning

How much of your estate will be lost to taxes and fees?

A common misconception is that Estate Planning is only for the extremely wealthy. The truth is that anyone with income or property will want to have a plan to ensure their assets are protected and dispersed according to their values.

We understand that it can be emotionally draining to have to work with multiple professionals to develop an end-of-life strategy. There is no need to have different professionals create separate plans that may conflict with each other. Our team of experts including Financial Advisors, CPAs, Attorneys, and Document Specialists will work together to put your mind at ease and ensure your current and future goals are met.

A well-thought-out estate plan will reduce or eliminate the shrinkage of your estate due to federal and state income and estate taxes, debts, unpaid bills, probate, last-illness expenses, and funeral expenses.

We’ll review your asset titling, beneficiary designations, life insurance policies, cash flow sources, income needs, charitable desires, and more to determine if your current situation is in line with your estate planning goals.

Wealth Management Accounting is a unified team, here to partner with you for the long term to develop a unified financial strategy, always keeping your interests at the forefront.