Safeguard your assets, minimize taxes, and build a lasting legacy for your loved ones.
Why Estate Planning Matters
Estate planning ensures your assets are organized and distributed according to your wishes. Beyond simply deciding who will inherit your assets, estate planning is also about preserving your legacy and ensuring your loved ones are cared for in the way you envision.
While we don’t provide legal advice, our financial advisors work closely with your estate attorney to help craft and support a solid, well-executed plan.
Estate Planning Strategies To Support Your Financial Plan
Our team of financial advisors in Tampa helps you craft a financial plan that takes into account key estate planning strategies such as:
- Wealth Transfer Strategies: Pass on assets efficiently, reducing tax burdens.
- Trust and Will Creation: Provide legal clarity and family protection.
- Charitable Giving Plans: Align philanthropy with your financial goals.
- Business Succession Planning: Ensure smooth leadership transitions.
- Healthcare Directives: Appoint decision-makers for illness or incapacity.
- Estate Tax Planning: Strategically preserve wealth for heirs.
- With our guidance, you gain peace of mind knowing your legacy is protected.
How We Support Your Estate Plan
Gift Planning
Reduce estate value through giving.
Trusts
Remove assets from taxable estate.
Charitable Giving
Benefit causes while lowering taxes.
Life Insurance
Provide heirs with funds for taxes.
FAQs About Estate Planning
We are not estate attorneys, therefore we can’t create or execute your estate plan. As financial advisors, however, we can guide you in selecting the right strategies that would work well with the rest of your financial plan so you can then have your trusted attorney execute the strategies.
