Estate Planning

A sound, well-considered estate plan does more than improve the security of your assets; it brings peace of mind to you and your loved ones at a time when it is needed most. Estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones.

Together with your estate planning attorney, accountant, and other advisors, Enterprise Wealth Management will assist in designing an estate plan that meets your goals and transfers wealth to your heirs and beneficiaries. We will work with you to craft a plan that preserves your assets to provide for a better future. We assist high net worth individuals and families in successfully managing and transferring their assets, through wills, trusts, gift planning, charitable giving, and investment management.

Making Tax-Efficient Financial Decisions

Formalizing and implementing estate plans will go a long way towards helping you reach your goals of having more of your wealth go to your beneficiaries. Our team will help you consider the tax implications of your financial decisions to protect and preserve your wealth.

Reviewing and Updating Your Estate Plan

Once you have established your estate plan, we'll work together to make sure it stays sound by revisiting it at regular intervals or at key life events.

Planning for the Succession of Your Business

Estate planning is especially critical if you're a business owner. With in-depth expertise in business succession planning, our wealth advisors can help recommend and implement the ideal solution for your needs. Learn more about business succession planning.

We bring deep knowledge & expertise to estate planning.