Asset Protection Planning
Business Succession Planning
Charitable Planning
Life Insurance Trusts
Gifting Strategies
Irrevocable Trusts
Special Needs Trusts
Estate Planning
Safeguard your legacy with estate planning services and tax considerations provided by our professionals.
Overview
You worked hard to build your legacy, now is the time to preserve it. At Foundation Wealth and Tax Advisors, we strive to understand your situation to best support your estate planning needs. There are many strategies our clients have employed to preserve their legacy, including trusts, wills, business succession planning, asset protection planning, and more.
Our experienced team doesn’t just consider the distribution of your assets. We integrate tax planning into the process from the start. This ensures that your loved ones can receive the maximum benefit of your wealth. Otherwise, if not appropriately planned for, there are a variety of taxes that can significantly reduce the wealth you’ve so carefully built.
FAQs
Even if you have a modest estate, an estate plan ensures your wishes are followed and minimizes legal complexities and potential taxes after your passing.
Common documents will include a will, durable power of attorney, healthcare power of attorney, and living will.
Exploring strategies like gifting, trusts, and life insurance can help you reduce your taxable estate.
Foundation Wealth & Tax Advisors is a Fee-Only, Fiduciary, Independent Financial Advisory Firm.
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.