Instrumental Wealth takes a wide approach and reviews assets closely before arriving at an estate planning recommendation. Careful consideration of estate taxes can result in much greater preservation of capital. We advise on ways to reduce tax liability, protect your estate from mismanagement and even safeguard your assets from potential fraudulent claims. Having a will or trust in place can assure that your assets will be allocated and distributed in exactly the manner you have chosen.
We also can work with an estate-planning attorney to establish a health care directive that establishes the extent to which you prefer to be treated should you become incapacitated or ill. This may also involve designating a power of attorney who will have the authority to make judgements on which life-saving measures should be taken by healthcare professionals in the case of serious injury or illness. If you’re uncertain about how your estate will be managed, contact one of our Estate Planning Financial Advisors at Instrumental Wealth today.

NOTE: Past performance is no guarantee of future results. Changes in tax laws or regulations may occur at any time and could substantially impact your situation. You should discuss any tax or legal matters with the appropriate tax or legal professional.