Ensure your legacy lives on and serves a purpose.

Proper legacy planning is one key element of any retirement plan, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on your unique desires and whether it’s most important to you to preserve assets for future use, or transfer your wealth to beneficiaries.

It is important to carefully plan for the transfer of your assets to allow the wealth you’ve worked hard for to serve a meaningful purpose. From starting the conversation with you, to connecting you with attorneys who walk you through the actual transfer of assets, we at BUDNICK WEALTH MANAGEMENT are here to help you through every step of the process.

Creating a strategy for your legacy is more than simply managing estate taxes.  There are a number of methods and tools that may be put to use to protect your wealth and ensure it is transferred according to your wishes. It’s important to understand helpful instruments to use during the legacy planning process, including:

  • E-State Planning
  • Revocable living trusts
  • Powers of attorney

Overall, legacy planning and preservation of your wealth and assets require a coordinated effort. Our firm is uniquely positioned to provide protection and peace of mind to yourself, your loved ones and any of the channels in which you wish to eventually distribute your wealth and assets you’ve worked hard over time to accumulate.

PUT YOUR ESTATE PLAN IN YOUR OWN HANDS

Estate planning is not just for the super wealthy. If you own a home or have investments or retirement accounts, you deserve to protect your family, even after you’re gone.

Why is an estate plan important? Because even if you have a will, people can still make a claim on your estate, putting your loved ones at risk for having to pay thousands of dollars in court, probate, and lawyer fees.

This is why we created eStatePlan™, a revolutionary and affordable new way to easily and quickly create an estate plan online and secure your most important medical and financial documents in one place.

These short videos show you why so many people contact us to learn how they can create an ironclad estate plan from the comfort of their computer—and save thousands of dollars on expensive attorney fees.

IT’S SO SIMPLE THAT YOU CAN CREATE 90% OF YOUR ESTATE PLAN IN 90 MINUTES OR LESS.


For Our eState Plan Video Click Here


Take this opportunity to save your family more than money; save them from the stress and strain of having to take care of your estate.

Call to learn how creating your eStatePlan™️ can give you peace of mind and protect your loved ones.