Transferring Wealth

Transferring Wealth

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Estate planning helps you easily transition assets to loved ones while streamlining the settlement of an estate. Our Premier Team can guide you through the intricacies of estate preparation; planning ahead to reduce some of the financial discomforts after your passing.

When planning your estate, you’ll likely want to pass along your possessions to your loved ones. Not only can we help itemize your assets and develop comprehensive solutions, but our experience with transferring wealth can help determine where, when, and how assets will be distributed.

When you hear the phrase “estate planning,” the first thought that comes to mind may be taxes. But estate planning is about more than just reducing taxes. It’s about ensuring your assets are distributed according to your wishes. Nevertheless, taxes are still an important consideration, and the good news is that the Tax Cut & Jobs Act has provided a little more certainty on that front.

Estate and Legacy Planning



Our scope of Transferring Wealth includes guidance with:


♦ Wealth Transfer and Legacy

♦ Heirship and Liquidity Solutions

♦ Elder Care Planning

♦ Incapacity Planning Strategies

♦ Charitable Giving and Endowments

♦ Estate Liquidity

♦ Heir Counseling

In addition to helping you to transition your wealth, we also help to prepare your loved ones. When an individual passes without a will or trust, loved ones are often left overwhelmed by intestacy laws, all while they struggle to settle your debts and divide remaining assets. Our Premier Team can help each step of the way; from outlining final plans to acting as a sounding board for the difficult conversations of expressing last wishes to a loved one.

One call. One company. ALL under one roof. (724)978-2123

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