Estate Planning Hero image

What We Offer

Estate Planning Services

Start Evaluating The Bigger Picture

We start the process by understanding how you want your wealth to be allocated, and addressing any inevitable or "what-if" scenarios. This lets us set a stable foundation for all of your finances.

Checkmark Icon

What kind of legacy do our clients want to leave for their loved ones? We focus on the lifestyle planning needs of surviving spouses and family. Some basic legacy planning aspects that most people overlook include:

  • How assets will be distributed upon the death of loved ones.
  • Whether our clients want to protect their loved ones' future inheritance against possible divorces, creditors, or lawsuits.
  • Whether they want to protect their kids against being unintentionally disinherited due to poor planning.
HOW WE CAN HELP

Decide What Matters Most And
Establish The Right Solution

What's Included?

The Estate Plan Focus

An assessment of your wills and trusts, life insurance, disability, and long-term care plan is conducted. These are all reviewed and measured against your survivor needs and distribution objectives.

The Custom Wealth Inspection

We collaborate with you over time to review and adapt your financial plan as needed. To best serve you and your family, the Custom Wealth Architect provides dynamic, relevant financial strategies that evolve with your changing needs and goals. Our annual schedule of events includes:

  • Vaulting of important documents
  • Regular reviews of all financial vehicles
  • Tax law review and strategy alignment
  • Legacy plan review

Estate Planning Resources

Mature couple with smartphone at sidewalk cafe in sunny day
Sorry, no event found.

Change Your Financial Future

Discover how Custom Wealth Strategies helps to empower you to make informed financial decisions. This video gives you a quick tour of our holistic approach and cutting-edge technology that enables smarter investing, effective saving, and intelligent......

Read more

Get Retirement Ready

Learn how you can get the most out of your retirement. 

Read more

Happy Senior Couple Standing On Beach With Arms Outstretched And Looking Away

Strive to Reach Financial Independence

The vision has been set, the plan is in place, and the implementation begins. Guardrails have been installed, and our clients appreciate the time they have been given back by not having to try to coordinate all their financial relationships on their own. They have an overarching financial plan and a team that holds everyone accountable. Most of all, they feel liberated with the clarity and focus of their financial life, allowing them to enjoy their life the way they truly want to.

Establish your wealth management plan

Explore All Of Our Services

Feel confident knowing all pieces of your finances are tied together

Estate Planning

Start evaluating the bigger picture

Explore this service

Investment Management

Focus on your financial goals

Explore this service

Tax Planning

Focus on tax mitigation

Explore this service

The Financial Independence Focus

Overarching Comprehensive Financial Plan

Explore this service