Estate Planning
We understand that building your wealth is about more than just you; it’s about providing a lasting legacy for the people who matter most in your life. That’s why it’s absolutely vital to establish a comprehensive estate planning strategy.
At 7 Strand Wealth Management, we work closely with outside estate planning attorneys to implement custom estate planning strategies that meet your specific needs and are in line with your overall financial plan. Our goal is the same as yours – to establish financial independence that lasts across multiple generations of family members.
Based on your specific goals, we may suggest any combination of the following estate planning documents.
- Last will and testament
- Durable power of attorney for finances
- Medical power of attorney
- Living will
- Revocable living trust
- Irrevocable trust
- Charitable remainder trust
- Donor-advised trust
- Special needs trust