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Estate Planning

The legacy you leave is a powerful expression of all you value during your lifetime. By creating an estate plan that formalizes your wishes and designates beneficiaries, your hopes and dreams for the people you love and the charities you support are extended well beyond your time. WealthCare Partners is here to design a plan which gives your wealth a higher purpose and your heirs a meaningful gift.

One way we assist clients in their estate planning process is to educate them on the different types of trust options available. Before you meet with your attorney, our team can discuss with you how and when to employ a trust. We also make a special effort to reduce the effects of estate taxes and to consolidate your assets for timely distribution. Periodic reviews and updates will grant you the freedom to enjoy your life with those who will carry on your legacy.