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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 heirs
  • Growing your estate assets
  • Minimizing current and future taxes
  • Protecting your assets from creditors
  • Creating vehicles that help ensure confidentiality and privacy
  • Creating mechanisms for the efficient funding of charitable causes
  • Ensuring the proper care of minors or disabled family members
  • Providing for financial security during times of incapacity
  • Handling or avoiding probate in multiple states
  • Encouraging responsible behavior by future generations

Talk 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 Review

A confidential review of your estate plan documents of current law and your personal situation. Review includes:

  • A summary memo of the findings
  • Recommendations for revisions/updates*
  • A discussion with the reviewing counsel

Follow up may include a discussion regarding:

  • Wealth transfer and trust and estate settlement services
  • Philanthropic planning
  • Process of implementing an estate plan

Documents needed: Current estate plan documents, and current tax returns.

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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.