Estate

Most people view estate planning as a legal issue.  Of course, in the end, it is just that.  First and foremost, though, estate planning is a wealth management issue.  Not only can the right plan ensure that your assets remain adequate for your needs – and at your disposal – throughout your life, but it can also ensure that your legacy continues for your heirs.

At Genesis Wealth Advisors, we pride ourselves on offering clients a high level of expertise.  Our estate planning professionals will help you define your short-term and long-term objectives, and weigh the various issues involved from a financial perspective.  Once we’ve balanced your current needs with future considerations, we can design an estate plan that fits your unique personal and family situation.

Our wealth planning and management experts understand a variety of options available to you, including how to use various financial tools (such as trusts) to protect your assets and ensure that your wishes are followed – even if you become incapacitated.  With the right estate planning, your assets will continue to work on your behalf, no matter the situation.

Estate planning also includes addressing tax issues related to what happens after you pass.  A number of financial options exist that can reduce tax liability for your heirs.  Our wealth planning specialists can aid you in arranging matters so that your estate is distributed as you wish, whether you plan to pass a business on to your children, or make a bequest to charity.

Once the financial details are planned, we will work with your attorney to finalize the legal aspects of your estate plan.  If you don’t have an attorney we can recommend a specialist.  Genesis has many qualified professional connections to assist you in completing the legal work. By integrating with a legal team, Genesis brings a multi-faceted approach to ensure that your specific objectives and needs are met.