Estate planning is the process of anticipating and arranging for the distribution of an estate during a person’s life. Effective estate planning helps eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.
At Collins Wealth Management, we work with individuals, couples and families to establish their unique estate planning goals, taking into consideration the following:
- Living Trusts
- Avoiding Probate
- Charitable Giving
- Controlling the Distribution
- Paying Estate Taxes
- Benefits of A-B Trusts
- Gifting Strategies
- Charitable Lead Trusts
- Charitable Remainder Trusts
- Wealth Replacement Trusts
- Family Limited Partnerships
- Property Ownership
- Power of Attorney
Osaic Wealth & Osaic Advisory Services Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.
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