Estate Planning

Effective & Efficient Go Hand-in-Hand

At TPWA, we understand the importance of wealth preservation and providing for your loved ones. Our team is dedicated to helping you distribute your assets effectively and efficiently, working toward minimizing unwanted tax bills and/or avoiding costly court and attorney’s fees. Our advisors will provide an overall review of all your accounts to help ensure proper titling and beneficiary designation. Additionally, although we do not provide legal advice, we will review your wills, durable power of attorney, health care powers of attorney, living wills, revocable and irrevocable trusts, business succession planning, and buy-sell agreements to see if there are any concerns we have from an investment strategy point of view.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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