Estate & Legacy Planning
Maximize Lifetime Savings To Heirs
You’ve worked hard all of your life and made the best choices you could to protect and grow your wealth. Now you are getting older and start thinking about the day when it’ll be time to transfer your financial legacy to your family. The problem is the government wants to be your main heir instead of your family. You have to establish a provision to prevent this from happening.Minimizing Probate And Taxation
Are you familiar with probate? It’s the official proving of your will. It is also the headache that’s made worse by the knowledge that anyone can make a claim on an estate. If you set things up correctly, you can have smart asset ownership in place that eliminates probate court and significantly, if not completely, reduces estate taxation.
Avoiding Probate
- Revocable Living Trust
- Non Qualified Annuities
Basic Essentials
- Will
- Durable POA
- Medical POA
- Living Will
- HIPPA Document
- Beneficiary Designations
- Inherited IRA
Asset Protection
- Retirement Trust
- Irrevocable Trusts
- ILIT Trust
- Special Needs Trust
Your Next step
Get Started Today
Get custom financial planning for a transparent price and never have to worry about being pitched life insurance or annuity products.
Refreshing, right? At Frazie Wealth, you’re in control.
After a brief Discovery call, you decide if we’re a good fit. If you choose to move forward, we’ll help you create an actionable plan for your perfect retirement. The way we see it, you deserve to retire on your terms without confusing pricing or sales pitches.
Refreshing, right? At Frazie Wealth, you’re in control.
After a brief Discovery call, you decide if we’re a good fit. If you choose to move forward, we’ll help you create an actionable plan for your perfect retirement. The way we see it, you deserve to retire on your terms without confusing pricing or sales pitches.