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Estate planning is the process of establishing and implementing goals and objectives around the structure, management and distribution of a person's assets both while alive and death. The process can help reduce taxes, reduce fees and court costs, protect from lawsuits and prevent family members from arguing over an estate. Most of all it can provide peace of mind knowing that you have planned well for the future.
SWMG’s Comprehensive Estate Planning Process provides the following benefits:
A Streamlined process that can save you money
Education based and we speak in layperson terms so you are not confused and you get what you pay for
Pre-vetted Estate Planning Attorneys and Tax Professionals so you don’t have to
Negotiated pricing with attorneys, trust companies and tax professionals so you don’t get taken to the cleaners
Process driven to assure timely completion of documents and prevent procrastination
Full implementation including setting up beneficiaries, funding trusts, entities, insurances and allocating investments to make sure the job gets done right
Smooth and peaceful transition of assets to beneficiaries when death occurs to prevent family arguments
Full Comprehensive Estate Plan with a team of experts that serve as an ongoing resource. We’ve got your back!
Comprehensive Estate Planning Services
Personal Wealth Manager
Josh W. Strittmatter, CFP®, CRC®, CEO. He teaches courses on Estate Planning at several local colleges and universities as well as educational workshops on investment management and retirement.