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ESTATE PLANNING

Your Estate is Your Legacy

We provide clarity, guidance and understanding around your estate plans, helping you prepare for your future and creating clear opportunities and benefits for your future generations.

Effective Estate Planning Requires Perspective

We provide perspective for your estate planning efforts. Navigate the complexities of estate planning and develop lasting and effective perspectives with the clarity and individualized guidance of GenNext Wealth.

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Estate Planning as Individualized as You

Estate planning is planning for generations. We account for your finances, your family and your future in the context of the tax obligations and fiscal impacts of your estate. Estate Planning guides your lifestyle choices and spending habits in the context of your future generations.
What’s Included
  • Estate Documentation and
  • Document Accessibility
  • Annual Expense Planning and Spending Projections
  • Wills, Trusts and Insurance Policies (including beneficiaries)
  • Estate Tax Preparation and Planning
  • Retirement Planning and Lifestyle Orientation
Your estate is the source of generational wealth. Take the necessary steps to prepare for your future and the future of your family with an evaluation and estate plan.

Estate Planning pricing

As an independent, fee-only fiduciary, we are compensated solely by you, our clients. We charge a flat fee for comprehensive financial planning services:

$2,500