Leave a mark. Leave a legacy.
Estate planning is about more than wealth transfer. It consists of conversations on family values, long-term care needs, inheritance and philanthropy. You may be concerned about maintaining your lifestyle throughout your retirement years, becoming a burden to your loved ones and protecting your legacy.
With taxes, inflation, medical costs, longevity and market fluctuations, there is a lot to consider. Our team uses strategic risk and estate planning processes to create holistic financial plans to help you gain confidence so you are prepared for all of life’s challenges.
What are your wishes for your children and grandchildren after you pass on?
Will your estate plan resolve or cause family conflicts?
How would you like to be remembered?
CREIDIM Wealth Partners can help you…
- Create a legacy for your family and/or favorite charity
- Navigate the maze of financial options
- Empower you to make informed decisions
- Provide education and valuable resources
- Help preserve your assets and maintain liquidity