Estate Planning

Estate Planning With Private Wealth Group

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: