Legacy Planning and Charitable Contributions
Transferring wealth from one generation to the next is a powerful way to benefit your financial success, your loved ones, and charitable causes that matter to you. However, the estate planning process can be complex and time-consuming. With our experienced guidance, you can trust that your wishes are carried out with precision, preserving your assets and legacy for years to come.
Key Estate Planning Services
- Wills and Trusts: We help you decide whether a will or trust is the best tool for passing on your estate. Trusts, in particular, offer benefits such as avoiding probate, protecting privacy, and controlling how and when your assets are distributed.
- Tax Optimization: Our team works to reduce estate taxes, inheritance taxes, and other potential financial burdens, helping you retain more of your wealth for future generations.
- Business Succession Planning: If you own a business, it’s important to plan for the future of your company. We assist you in developing strategies that allow a smooth transfer of ownership and management, so your business continues to thrive after you step away.
- Charitable Giving: Whether you want to leave a portion of your estate to charity or establish a charitable trust, we can help you craft a legacy that supports the causes you care about, while also offering potential tax benefits.
Preparing for What’s Ahead
At D’Angelis Wealth Management, we help you preserve and transfer wealth, creating a road map for your financial legacy that can be passed on with confidence. Whether you’re just beginning your estate planning journey or looking to update your current plan, we’re here to provide the advice and support you need.