Estate and Trust Planning
How Elevation Wealth Partners advises clients
with Estate & Trust Planning
Estate and trust planning is about much more than just transferring wealth or reducing taxes—it’s about preserving your values, ensuring your legacy, and securing your family’s future. Elevation Wealth Partners helps you navigate these complex issues, ensuring that your estate plan reflects your intentions while maximizing the positive impact you can have during your life and for generations to come.
As you think about your estate and legacy, you may ask yourself:
- Will my family’s wealth be protected and preserved for future generations?
- Who will help with my family’s financial affairs if I’m no longer around?
- Are all my essential legal documents up to date and in order?
- Who can help our children come into money and not waste it?
- How can I leave a lasting and meaningful legacy?
- What should we be thinking about for our young family?
- How can I support my family and charitable causes both now and in the future?
- Who will be responsible for ensuring that my wishes are carried out?
At Elevation Wealth Partners, we take a comprehensive approach to align your estate plan with your broader financial strategy, ensuring they work together to achieve your goals. Your wealth advisor can help you fully understand the complexities of estate planning, guiding you through regular reviews of your plan to ensure it stays up-to-date—especially as laws and your personal circumstances change over time. By looking at the big picture, your wealth advisor helps ensure that all your objectives are met efficiently and effectively.
These are some of the ways Elevation Wealth Partners helps with Estate & Trust Planning
Estate Plan & Trusted Contact Review:
Reviewing and updating key documents, such as wills and trusts, to ensure they reflect your wishes and remain legally sound.
Estate Plan & Trusted Contact Review:
Reviewing and updating key documents, such as wills and trusts, to ensure they reflect your wishes and remain legally sound.
Estate Tax Analysis and Mitigation Planning:
Identifying opportunities to minimize estate taxes, ensuring that more of your wealth is passed on to your heirs or charitable causes.
Furthermore, estate and trust planning are deeply interconnected with other areas of financial management, such as:
Tax Planning:
Effective estate planning includes strategies to mitigate taxes on your assets, ensuring they remain intact for your beneficiaries.
Investment Planning:
Helping structure your investments to not only grow wealth but also align with your estate plan’s long-term goals.
Charitable Giving:
Incorporating charitable contributions into your estate plan allows you to support causes that reflect your values while maximizing tax benefits and ensuring a lasting legacy.
By working with Elevation Wealth Partners, you can create an estate and trust plan that not only safeguards your wealth but also reflects your vision for the future, ensuring that your family and the causes you care about are supported for years to come.
