Estate Planning

Estate planning is a comprehensive process of assessing, organizing, and managing your assets to ensure their distribution according to your wishes in the event of death or incapacity. Estate planning not only involves the distribution of assets, but also takes into account considerations such as tax planning, succession planning, and asset protection.

At True Wealth, we understand the importance of estate planning and the peace of mind it brings to our clients. Our team of experienced financial advisors is dedicated to helping you create an estate plan that protects your assets, reduces tax liability, and provides for your loved ones in the most efficient and effective manner possible.

At True Wealth, we offer a range of estate planning services tailored to meet your unique needs and goals. These include:

1. Will preparation: A well-drafted will is an essential component of any estate plan. Our advisors will work with you to create a will that clearly outlines your wishes for the distribution of your assets and provides for your loved ones in the event of your death.

2. Trusts: Trusts can be a valuable tool for asset protection, tax planning, and providing for your beneficiaries. Our advisors will help you determine the type of trust that best meets your needs and guide you through the creation process.

3. Power of Attorney: A power of attorney allows you to appoint someone to manage your affairs in the event you are unable to do so. Our advisors will help you determine the type of power of attorney that best meets your needs and guide you through the creation process.

4. Probate and Estate Administration: The probate process can be complex and time-consuming. Our advisors can assist you with the probate process, as well as with estate administration, to ensure your assets are distributed according to your wishes.