Our Services | Estate Planning Individuals often overlook considering what happens to their remaining assets once they have passed. Our team at Boston Wealth Management can assist you in investing your assets to address the transfer of wealth to the next generation. The goal of estate planning is ensuring you have provided for your heirs, and that your wealth will be transferred in a seamless, tax-efficient manner.Boston Wealth Management’s estate planning analysis provides strategies to address:Passing your legacy on to your heirsGrowing your estate assetsMinimizing current and future taxesProtecting your assets from creditorsCreating vehicles that help ensure confidentiality and privacyCreating mechanisms for the efficient funding of charitable causesEnsuring the proper care of minors or disabled family membersProviding for financial security during times of incapacityHandling or avoiding probate in multiple statesEncouraging responsible behavior by future generationsTalk to us about how we can help you develop a plan to efficiently transfer wealth to your heirs and charities in a tax-conscious way.Estate Plan ReviewA confidential review of your estate plan documents of current law and your personal situation. Review includes:A summary memo of the findingsRecommendations for revisions/updates*A discussion with the reviewing counselFollow up may include a discussion regarding:Wealth transfer and trust and estate settlement servicesPhilanthropic planningProcess of implementing an estate planDocuments needed: Current estate plan documents, and current tax returns. Complete the form below to contact us! Name Email Address Phone Additional Info Thank you! Oops! Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Securities, advisory and insurance services offered through Osaic Wealth, Inc., Member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Boston Wealth Management, LLC which is not affiliated with Osaic Wealth, Inc. or registered as a broker dealer or investment advisor.