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Estate & Trust Planning Strategies

Estate & Trust Planning Strategies are an essential and an highly effective part of our unique process-driven approach in the management of wealth. Many people want to leave a legacy to their family and heirs or protect and maintain a level of control over their wealth during life and after they have passed in what is termed Legacy Planning. 

Planning for the transfer of assets at death is a critical element of proper estate planning, especially if there are survivors who are dependent upon the assets for their financial security. Planning for an estate transfer can be as simple as drafting a will or establishing a basic Revocable Living Trust which are both essential to ensure that assets are transferred according to the wishes of the decedent. Larger estates may be confronted with settlement costs and sizable estate death taxes which could force liquidation if the proper estate planning is not done.

An efficient estate plan not only incorporates tax reduction strategies to save on probate fees, but also aims to ensure that your assets transfer to your desired beneficiaries in a manner that works for you.

Even if you already have an estate plan it may be prudent to stay abreast of changes in tax laws and your relationships. 

We help clients create a detailed inventory of assets and who will receive what and when.  We also works with your attorneys and accountants to help coordinate all of your estate planning needs


GuidePoint Private Wealth Management, PLLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

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