Manage Your Estate
Estate & Legacy Planning
Provide a secure future for your loved ones.
Estate and Legacy Planning
Establish a Legacy
A comprehensive estate plan should help achieve your objectives and legacy goals. In general, your assets can pass on in three distinct ways:
- Contract law (naming a beneficiary)
- Ownership
- The probate process
Optimize Your Legacy
Financial Gifting
A properly structured estate plan can maximize the efficiency of your wealth transfer to the next generation or a charitable endeavor — not only to maximize value, but to minimize the burden on your loved ones.
Another important component of estate planning is gifting to family and charitable organizations. If gifting is important to you, we will guide you through the most sensible and tax-efficient approach so your dollars can make the most impact.
*Additional cost for legal work may be incurred with legal partners depending on your specific circumstances.
Planning & Investing
Our Process
Wealthcare's patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now. Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
Basic Facts About Social Security
Should I File Now or Later?
Social Security benefits continue to increase between 6 and 7 percent for every year they delay up to their “full retirement age” (FRA). Your FRA is between ages 66–67 depending on your birthday. After that, it will increase by 8 percent every year between FRA and age 70.
Age 62 – FRA*
FRA – Age 70*
* www.schwab.com
Watch
Wealthcare’s Bucket Conversation
Wealthcare’s approach to financial advising.
Financial Planning
Asset Management
Income Planning
Tax Planning
Risk Management
Corporate Trustee Services
401(k) & Retirement Plan Management
Concentrated Stock & Low-Basis Positions
Ready to Begin?
Let's build your plan together.
Schedule a free, no-obligation consultation and see how the Wealthcare process can work for you.