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Estate/Generational Planning

Estate planning is a very important part of the wealth management process.  Many times it is mistakenly overlooked.  There are simple actions that you can take to easily assure that your loved ones are provided for and that your assets, which you have worked so hard for, are distributed based on your wishes.  Our priority is to ensure your family’s privacy is maintained and that income and estate taxes are minimized.  Most importantly, we strive to ensure that a proper estate plan is carefully crafted and executed to help you prevent unnecessary and expensive administrative complications and delays in the event of incapacity or disability. 

While we do not prepare estate planning documents and are not attorneys, our advisors strive to keep you posted on updated developments that may impact your estate plan.  We help our clients to better understand concepts that may help them to prepare for a consultation with a qualified estate planning attorney.  We work closely with estate planning professionals and are happy to refer those we know to be highly competent and reliable.  We are able to coordinate with these professionals in order to make the execution of your estate plan and the estate administration potentially less cumbersome and stressful.  Once all necessary documents have been completed and executed, Universal Wealth Management will assist in the re-titling of your assets, which is an important but often overlooked final step in the process.

  • Wills and Trusts
  • Using Life Insurance in Estate Planning
  • Planning for Incapacity
  • Strategies to Minimize Estate Taxes
  • Creating and Preserving a Family Legacy
  • Charitable Gifting Strategies

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