allWEALTH®
Aligning Your Wealth to What Matters Most
Estate Planning
Think of your estate plan as a blueprint to safeguard your wealth and protect you and your family. We can ensure you have the proper and necessary documents in place to protect your family and your legacy.
We can help you:
- Understand Your Estate Plan
- Protect Assets
- Save Taxes
- Maintain Privacy
- Manage Division of Assets
- Avoid Probate
- Generational Wealth Transfers
- Assist Family with Conversations & Education
Our advisors go beyond the macro goals of planning and investing for the financial security of our clients and their families. We look at the entire picture, from planning to cover healthcare costs to addressing life-enhancing micro-goals. Diverting these resources towards improving family relationships, spending more time using gifts and talents to improve the lives of loved ones, or contributing to causes close to the heart can truly have a positive impact on our clients’ lives. Our comprehensive wealth management process helps clients:
- Assess their financial situation
- Achieve life and legacy goals
- Determine appropriate asset allocations and design customized investment portfolios
- Monitor investments ongoing and make strategic adjustments as necessary
- Understand reports to track progress
Schedule Your Complimentary Estate Plan Review
Resources & Articles
End-of-year tax planning is more difficult this year than it normally is, given that we do not yet know if this year will bring changes…
With immense pride, Beacon Pointe Advisors (“Beacon Pointe”) is thrilled to share our accolades from The Orange County Business Journal (OCBJ) . These accolades underscore our firm’s excellence in assisting remarkable clients and our entrepreneurial growth story.
The 2025 Retirement Plan Annual Limits have been officially announced by the IRS. Below you will find a chart outlining…
