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Estate Planning and Wealth Transfer

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from knowledgeable, experienced advisors can be invaluable in striving to help make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

Time spent developing your strategy is a highly valuable use of your time. However, thoughtful and efficient planning for a significant estate requires deep understanding of complex tax and estate laws and the combined expertise of legal, tax, investment and insurance professionals.

We can:

  • Bring extensive experience and understanding of the strategies and resources available to help enhance the tax efficiency and overall effectiveness of your estate plan.
  • Help you articulate your estate planning goals.
  • Work closely with your tax and legal advisors to ensure your strategy reflects your estate planning needs.
  • Whether you utilize a trust or other methods for pursuing your goals, we can assist you in navigating today’s complicated estate planning landscape.

*Brookshire Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

We Have the Tools and Background to Provide the Services That May Fit Your Needs

What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Find Your Perfect Fit

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