Estate Management

Estate Planning

Appropriate estate planning allows you the confidence in knowing that your accumulated wealth is distributed according to your wishes. Additionally, estate planning enables you to communicate all healthcare wishes and ensures they are properly implemented. An estate plan is a simple way to make sure your wishes are carried out when you are no longer able to do so.

Prepare for Your Estate Taxes, Now and Later

You may be surprised to learn that there are several ways you could end up paying unnecessary taxes after your death. The time to plan is now. The tax code is complex, working with a qualified tax advisor can help you make decisions that are in the best interest of you and your family. We work with your estate attorney in creating trust accounts, limiting estate taxes and updating beneficiaries.

Let us help prepare your wishes to ensure you and your family are taken care of.

Weber Messick Wealth Management and LPL Financial do not offer legal advice or services.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

wealthmanagement@webermessick.com | 888-384-2550