Estate planning is essential in protecting your assets, minimizing your estate tax exposure, and successfully transferring your estate to your family or charitable organizations. If you do not have an estate plan, this is a very important matter that you should not wait to address. If you already have an estate plan, it is beneficial to have it reviewed regularly to make sure it is working to accomplish your current goals. Beyond the estate plan itself, we help make sure that your mix of wills, trusts, and insurance policies is appropriate for you. We will work with your existing team or refer new estate planning attorneys and accountants to ensure that we provide a holistic approach in meeting your needs.
The Embrescia Wealth Management Group, Stratos Wealth Partners, and LPL Financial do not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation. If you do not have one, we can gladly find the best fit for you based on our partners we work with.