800 Village Square Crossing Ste #333,
Palm Beach Gardens,
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:
Your Private Wealth Group financial advisor offers guidance on establishing each component of your plan and assists in completing the necessary legal documentation.
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.