SERVICES

Estate Planning

Helping you leave a legacy for the people and causes closest to your heart.

• We work closely with attorneys and CPAs to create bespoke estate plans to try to ensure your wishes are integrated into your financial plan.
• Protect Assets: Proper estate planning that can help shield your wealth from legal vulnerabilities.
• Manage Division of Assets: Beyond simply distributing assets, we help you manage the division in a manner that aligns with your values, ensuring that each beneficiary receives their inheritance as you intend.
• Avoid Probate: Evading the lengthy and costly probate process can save your family time and stress, allowing your estate to be settled more quickly and privately.
• Tax-Efficient: By leveraging various estate planning tools, we aim to minimize the tax burden on your estate, leaving more for your loved ones and chosen beneficiaries.
• Pass Along More Wealth: Our strategies focus not just on accumulating wealth, but also on the efficient transfer of that wealth, enabling you to pass along more to the people and causes you care about.
• Assisting You in Achieving Your Estate Planning Objectives: We don't just create estate plans; we help you articulate and achieve your broader estate planning objectives, integrating them seamlessly with your overall financial goals.

No guarantees are offered that you will attain your financial goals and objectives. Investing involves risk including the loss of initial principal. Tax and legal advice is not provided by Amerity Wealth Management LLC, or its advisory representatives. Legal, tax and accounting advice must be obtained through legal and/or accounting professionals.