Estate Planning

Estate Planning

Creating a Legacy

It is never too soon to begin planning for the efficient transfer and distribution of your assets. Estate tax laws are complex, and how you manage your assets today will have a direct impact on your heirs. With Scholar you can:

  • Design trust strategies to protect and preserve your estate from unnecessary taxes and fees.
  • Provide ongoing care for elderly parents or special-needs children.
  • Develop a strategy to pass on your successful family business without burdening your heirs with potentially crippling tax liabilities.

Estate planning helps to ensure that your wishes are carried out after you are no longer here to fulfill them. By working closely with an estate attorney your planner will help to protect your legacy and ensure your loved ones are cared for.*

*Scholar Wealth Management is not engaged in rendering legal or tax advice. If legal or tax assistance is required, the services of a competent professional should be sought.