Advanced Estate & Philanthropic Planning 

Successful people often look for opportunities to leave a legacy behind.  Having the ability to be generous with our financial resources is something most of us strive for.  Even so, the simple act of trying to give money away can be difficult, complex, and fraught with unforseen tax consequences.

If this is your situation, Estate Planning Specialists at Guidance Wealth will work  with you to design a plan to match your family's ideal goals and objectives.  We can then work with your current legal counsel or provide references for qualified attorneys to draft any necessary legal documents to finalize the plan.