- Services for Individuals
- Estate Planning
Estate Planning
You’ve worked hard to build wealth. We can help you protect your wealth and loved ones with estate planning.
Estate Planning. Navigating the Complexities.
Without proper estate planning, what you hoped to leave for your loved ones could be subject to unnecessary taxes, legal complications, and even family disputes. At True Wealth we can provide financial planning advice to help preserve your wealth as part of a well-designed estate plan.
We work with you to align your family’s initiatives and ensure your legacy’s intent by making projections of your future financial life plan, coordinating assets or interests, incorporating insurance needs, and providing expertise on estate tax strategies.
Your life isn’t static, and your estate plan shouldn’t be either. We monitor the components of your estate plan regularly to make sure it keeps up with you, your family, and changing tax laws. This in turn, can help you work with your attorney and other experts to navigate the complexities of estate laws and various estate planning tools like wills, trusts, and powers of attorney.
- Tax Efficiency. At True Wealth, we provide guidance on asset allocation, risk management, and investment strategies to ensure your assets are structured in a tax-efficient manner and aligned with your overall financial plan. State and federal estate taxes can erode a family’s wealth over time, but proper estate planning can help minimize estate taxes.
- Gifting & Philanthropic Giving. Estate planning can facilitate the transfer of assets, whether to loved ones or to charitable organizations or causes. We can help you develop a tax-efficient estate and gifting plan depending on your financial situation and philanthropic goals. Strategies for charitable gifting include establishing a donor-advised fund, creating a charitable gift annuity, and setting up a charitable trust.
- Asset Valuation. The type of assets you own and how they are owned impacts who receives your property after your death. Estate planning can protect your assets from creditors, lawsuits, and other potential threats, safeguarding your wealth for your intended beneficiaries. We can help you accurately value your assets to ensure proper distribution and tax planning.
- Peace of Mind. By taking proactive planning steps, you can be confident your wishes will be carried out and your loved ones will be taken care of according to your desires. Clearly outlining your wishes in legally binding documents helps reduce the likelihood of disagreements regarding the distribution of your assets and can prevent costly legal battles.
Additional Individual Services
Estate Planning for Life
Our estate planning and wealth preservation solutions can help you grow your wealth and strategically plan to ensure that your loved ones are taken care of. We can help you create an estate plan that gives you control over your assets. We provide clients with a full suite of integrated financial planning. services to protect both their wealth and well-being. Our recommendations are tailored to your unique situation and reflect our knowledge of estate, trust, gift and tax laws.
Planning
Your Life
Together
Building and
Protecting
Wealth
Managing
Sudden
Wealth
Navigating
Being Suddenly
Single
Retiring
with
Confidence
Creating a well-designed retirement plan yields clarity, confidence, and a roadmap to successfully transition to and through retirement. Your plan is the framework key decisions — Social Security claiming, investment strategy, tax-smart distributions from your portfolio — are made within to preserve and protect your retirement lifestyle.
Transferring
Generational
Wealth
Planning Your Life Together
Building and Protecting Wealth
Navigating Being Suddenly Single
Managing Sudden Wealth
Retiring with Confidence
Creating a well-designed retirement plan yields clarity, confidence, and a roadmap to successfully transition to and through retirement. Your plan is the framework key decisions — Social Security claiming, investment strategy, tax-smart distributions from your portfolio — are made within to preserve and protect your retirement lifestyle.
Services Focused on Your Needs
We deliver investment management and integrated financial planning services for individuals & families, building and protecting wealth, readying for and in retirement, or transitioning wealth to the next generation. We can provide you with the level of service, strategies, and expertise that best meets your needs. You will always have a dedicated team of professionals proactively working on your behalf.
True Wealth Private Client
- CFP®, CFA®, or CPA Professional
- Investment Management
- Financial Planning
- Risk Management
- Tax Preparation
- Tax Planning Strategies
- Charitable Giving
- Estate Planning
Dive Into the Details
Are you great at making money but tired of dealing with the complexities and lack of clarity around your finances? Seeking a coordinated strategy to make the most of what you have? Our True Wealth Private Client service is built for clients with $1.5+ million in investments or experiencing greater complexity in their financial lives. Private Clients receive robust wealth management services with an increased focus on investment strategies for SEC Accredited Investors or Qualified Purchasers and a greater emphasis on tax minimization, charitable giving, and estate planning strategies. Your service team will be led by a seasoned advisor who will coordinate subject-matter experts as needed as we deliver white-glove services to you.
True Wealth Planning
- CFP®, CFA®, or CPA Professional
- Investment Management
- Financial Planning
- Risk Management
- Tax Preparation
Dive Into the Details
Are you getting serious about retirement and wondering whether you’re on track? Unsure how or where to invest after you maximize your 401k or 403b or whether to pay down debt? Concerned about taking too much investment risk but also want to make sure your money lasts? True Wealth Planning is for those who are serious about reaching financial independence and protecting their lifestyle throughout retirement. The core needs of True Wealth Planning clients tend to focus on cashflow management, spend vs. save decisions, maximizing peak earning years, retirement and retirement income planning, and investment strategy.
True Wealth Investing
- Associate Wealth Advisor
- Investment Management
Dive Into the Details
Are you seeking a reasonable return to grow your wealth at a comfortable level of risk? Unsure how to best achieve your investment goals? Investing can be intimidating. While information proliferates, filtering the noise becomes equally important to staying abreast of true advancements in portfolio design. We utilize science-based, time-tested strategies as our foundation while staying on the leading — but not bleeding — edge. Our strategies are driven by a rigorous, disciplined process, helping reach your investment goals.
Latest Financial Insights
See our latest articles, podcasts, and other insights on how we think about retirement planning, investment markets, tax-smart strategies, and enhancing your business’ operations and equity value, and more. We aim to cut through the noise and help educate and inform how to improve what will drive results.
2024 Investment Markets: Performance, Concentration, and Parallels