Estate Planning

Estate Wealth Management Investment Wealth Management Retirement Wealth Management Insurance Wealth Management Cash Wealth Management Tax Wealth Management
PREPARING FOR THE UNEXPECTED AND THE INEVITABLE

Are you ready to leave a legacy, whether it happens in 3 years or 30 years?

Estate planning is often associated with one’s will and where your assets will go after death, but proper estate planning makes sure you are taken care of in life and in death. An effective and well-done estate plan covers your healthcare wishes and financial wishes, even if you cannot communicate.

Ascendor Wealth provides a family office suite of services designed to meet all of your financial goals. Our team not only includes Certified Financial Planners, but also tax and estate planning attorneys. This team approach helps us serve you better in creating and maintaining your estate plan.

  • Wills
  • Trusts
  • Power of Attorney
  • Inherited IRAs
  • Family Assets
  • Beneficiary Designation
  • Guardianship
  • Living Will/Advance Directive
  • Asset Protection
  • Privacy