Estate Planning
Contact UsComprehensive Estate Planning to Help Protect Your Assets
At Forth Wealth Management, we understand that the idea of estate planning can be intimidating and complex. However, we work with clients to design a plan that meets their individual goals. We start by meeting with you and learning more about what and who is most important. Your goal may be to build wealth for retirement, transfer assets to your heirs without a tax burden or ensure your assets get in the right hands.
Comprehensive Planning for All Stages of Life
No matter how much money you make or what stage of life you are in, it is important to begin planning for the future. The most basic part of an estate plan is drafting a will. However, we help clients discover other strategies they may not have thought about:
Designating a guardian for minor children
Setting up a trust account to limit estate taxes
Naming a financial and healthcare power of attorney in the event of incapacitation
Planning funeral arrangements
Giving to non-profit and charitable organizations to lower the taxable estate
You will also name heirs for asset distribution and update beneficiaries for retirement accounts or life insurance policies. The planning process also includes naming an executor of the estate.
Sit Down with Us Today
It is never too early or late to start the estate planning process. Make an appointment with us today to begin creating a legacy.