We customize your plan.

The focus of Estate and Legacy Planning is to ensure that your family and financial goals are met after you die. By preparing a plan and being clear about your intentions, you help prevent potential conflicts after you are gone. A well crafted plan can provide guardians for your minor children and a decision mechanism in case you are incapacitated and unable to make financial or medical decisions.   At Wealth-Builders, we take great care in planning for the reduction of Estate taxes, providing adequate estate liquidity, preserving and directing the disposition of assets. We will work closely with your attorney and other advisors to facilitate a successful transfer of your wealth.