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Estate Planning

Preserving wealth from one generation to the next can be complicated and time-consuming. Guidance from a knowledgeable, experienced advisor can facilitate and help you share your financial assets are shared with your family, friends and the charitable organizations you designate, according to your wishes.

We will help you clarify your estate planning goals and work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs. Or, if you prefer, we can provide our own team of professional advisors skilled at the complexities of estate and tax planning.

Charitable giving can provide tax benefits for you and your heirs. A full assessment of the short and long-term tax and estate planning implications is conducted to help you pursue your wealth management objectives.

Depending on your wishes, we can use any number of vehicles and combinations to create tailored estate plan including:

  • Trust and Will Planning
  • Charitable Giving Strategies
  • Wealth Transfer Strategies
  • Domestic Partner Planning 

*Bastian Financial and Woodbury Financial Services do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

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