Estate Planning and Wealth Preservation
What to consider when creating an estate plan.
Estate Planning Can Be Complex.
Creating a thoughtful estate plan involves more than just drafting a will. From navigating tax implications to selecting the right trusts and making sure your loved ones are protected, there are many moving parts to consider. Are you confident your current plan aligns with the latest laws and your long-term wishes?
Some common questions we hear from clients include:
- What key documents should I have in place during my lifetime?
- Which type of trust best fits my personal and financial goals?
- What’s the best way to ensure my assets are distributed as intended after my passing?
- How much and what type of information should I share with my beneficiaries?
- How do changes in tax laws impact my estate and legacy planning?
To help you get started, download our Estate Planning Starter Kit here. This resource is designed to guide you through the essentials of organizing your estate and preparing for the future with clarity and confidence.
Please Note: Wealthspire is not a law firm. Wealthspire does not prepare legal documents.
Download the Estate Planning Starter Kit.