Estate Planning

Estate planning conversations are difficult but important to ensure that your wishes are fulfilled, and your loved ones are taken care of financially.

Your FSW Advisor helps you start the process of creating an estate plan which starts with helping you identify all the areas to consider so you can reduce taxes and expenses and simplify the transfer of assets to your loved ones and named beneficiaries. We understand this is not an easy conversation for everyone and often includes sensitive family dynamics – we are here to listen. Taking the time to understand your wishes is the most important part of this conversation.

Once we understand your goals, we can provide recommendations that include:

• Reviewing your existing Will and estate plans
• Considering potential insurance needs and coverage
• Exploring charitable giving options
• Tax-efficient strategies for wealth transfer