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Estate Planning

Estate Planning in Palm Beach Gardens

Most people find it uncomfortable to think about the time when they no longer inhabit this Earth. Yet, if you don’t consider and plan for it, you leave the future of your wealth to chance and in the hands of the state. With estate planning, you take the reins and determine the legacy you want to leave behind. Private Wealth Group is here to help you navigate the organizational landscape to ensure you have a plan in place that works for you.

Part of managing your wealth and assets is knowing how you want them distributed when you pass. A solid plan can reduce the probate and tax fees for your heirs and any charitable organizations you want to leave part of your wealth to. Estate planning also allows you to establish how you want your personal affairs managed should you lose the ability to do so when it becomes necessary. Your estate plan may include:

Wills and Trusts

Durable Power of Attorney

Health Care Proxies


Medicaid Planning

Pooled-income Trusts

Legacy Planning

Your Private Wealth Group financial advisor offers guidance on establishing each component of your plan and assists in completing the necessary legal documentation.

Getting Started With Private Wealth Group

At Private Wealth Group, we understand how important it is to plan for the future. Our advisors are here to help you create the legacy you wish to leave behind. Get in touch with us today to get started.

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