Estate Planning

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Estate Planning

● Special Needs Planning

Planning for Your Family’s Future, No Matter What It Holds.

At Wealth Preservers, we understand that estate planning for families with loved ones who have special needs requires a unique approach. Our team has the knowledge and expertise to design a comprehensive plan that considers your loved one’s needs and ensures they are provided for long into the future.

Why is Special Needs Planning Important?

Without a proper plan, your loved one with special needs could be left vulnerable and without the necessary resources. Special Needs Planning allows you to establish a framework that ensures they will receive the care and support they require even after you're gone.

How We Can Help?

Our team will work with you to create a customized plan that addresses your family's unique needs. We understand the complexities involved in Special Needs Planning and we'll help you make informed decisions to secure your family's future.

● Premium Finance

Premium Finance offers individuals and families a unique opportunity to maximize their estate planning potential. Through this innovative solution, you can secure your legacy and create a lasting impact that transcends generations. By utilizing Premium Finance as part of your estate planning strategy, you can simplify the process and achieve your goals more efficiently.

With the help of our expert advisors, you can create a customized solution that meets your unique needs and priorities. By choosing Premium Finance, you can simplify estate planning and ensure that your legacy lives on for generations.

 

Schedule a Consultation With Us Today

● E-CLAT (Enhanced Charitable Lead Annuity Trust)

E-CLAT is a powerful estate planning tool that allows you to donate to charity while also providing for your loved ones. This charitable lead trust helps you reduce estate taxes and leave a lasting legacy.

How Does E-CLAT Work?

With E-CLAT, you transfer assets to a trust that pays a fixed amount to a charity of your choice for a specified period. At the end of that period, the remaining assets go to your beneficiaries, often with minimal or no estate taxes.

Why Choose E-CLAT for Estate Planning?

E-CLAT offers many benefits for estate planning. It can help you:

  • Reduce estate taxes
  • Provide for your loved ones
  • Support charitable causes you care about
  • Leave a lasting legacy
  • Gain potential income tax deductions
Get in Touch

Give Us A Call

(844) 672-0900

Schedule Appointment

Office Location 1

Ponte Vedra, FL

Office Location 2

Schaumburg, IL

Office Location 3

Wickenburg, AZ

Office Location 4

Naples, FL

We have a wealth of experience guiding clients through the complexity of executive benefits, putting in place unique employer-sponsored health  etc.

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When appropriate, we work with the professionals at our sister company, Clear Financial Strategies, a Registered Investment Advisory Firm providing fiduciary wealth management and ERISA services.

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