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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

Basic Essentials

Asset Protection

Your Next step

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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.