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Estate Planning Services

Safeguard Your Family’s Future and Honor Your Wishes

Building your legacy through estate planning and wealth transfer is a complex task with long-lasting implications. You’ve worked hard for your wealth. How do you want to use it?

Estate planning FAQs

How does remarriage or owning a business affect your estate plans?

Should you delay the distribution of wealth to your heirs?

What are the benefits of providing charitable gifts?

How can you plan for minor children or those with special needs?

Is your estate valued above the federal gift and estate tax applicable exclusion amount or your state’s death exclusion amount?

Working with a financial advisor to manage the intricate challenges and opportunities associated with estate planning, including wealth transfer and charitable giving, can help secure your family’s future. By structuring your assets to be managed and distributed based on your wishes and goals, estate planning is a tool to help preserve your legacy.

Estate planning & wealth transfer considerations

Delaying distribution: Some individuals choose to delay the distribution of wealth to heirs to encourage financial stability and responsibility.

Remarriage considerations: Marriage and remarriage are exciting parts of life. Addressing the complexities of remarriage, including protecting assets and fair distribution, is an important part of the process.

Business ownership: Part of wealth transfer is planning for the next phase of your business, whether transitioning to the next generation or selling to new owners.

Charitable giving: Many charitably inclined families incorporate philanthropic gifts into their estate plans. Not only does this strategy benefit causes you care about, but it could also reduce your tax liability.

Special needs planning: Families with minor children or loved ones with special needs often prioritize financially providing for dependents without jeopardizing their eligibility for other essential benefits.
Tax planning: It’s no surprise that tax must be part of your estate planning journey. Managing an estate above the federal gift and estate tax applicable exclusion amount or your state’s death exclusion can create additional complexity.

Holistic Estate Planning Approach

AdamsBrown Wealth Consultants has a team of estate planning specialists to help you manage the process. By working collaboratively with you, your family, your CPA advisor and your attorney, we help clients navigate potential issues, align their visions and values and create an integrated wealth management plan to help you meet your goals and objectives.

Take the Next Step

Ready to start planning your legacy? Contact us to schedule a consultation.

Integrated Tax, Wealth & Estate Planning

It’s common for advice to be fragmented between your different advisors. Taxes are discussed with your CPA. Your retirement plans are discussed with your financial advisor, if you have one. And estate planning occurs in yet another conversation with your lawyer and possibly a different accountant. Each of your advisors may give you great advice. But when they aren’t aligned, the burden of coordination and aligning the full picture of your financial legacy falls on you. Not only is that a lot of work, but when things fall through the cracks, it’s your missed opportunity.

The Pinnacle Program unites tax, wealth and estate insight under one coordinated plan so you reduce tax exposure, protect your estate and grow wealth.