Wealth Distribution serve to manage an individual’s asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.

With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business. Special issues you may deal with are providing financial security for others, planning for children of a previous marriage, equalizing inheritances fairly, and retiring from your business.

Wealth Distribution Includes:

  • Estate Planning (Wills & Trust)
  • Legal Entities
  • Lifetime Giving 
  • Children Head Start Financial Planning

Wealth Distribution ensure that there is a master plan for the management of your property during life and the distribution of that property at death in unexpected events. Get started by contacting us today.