Estate Planning
Proper Estate planning is often overlooked and can lead to negative financial and family outcomes.
Estate planning plays a critical role in risk management. Large tax liabilities, illiquid estates, or poorly structured heritages are risks to your financial plan every bit as real as a market downturn.
Plan My Next Chapter
Your estate plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future.
As your partner, we may:
- Coordinate with your Attorney and CPA to implement your estate plan from beginning to end.
- Review and Understand ways to reduce estate taxes.
- Schedule Annual Planning Reviews to review estate plans, account titling and registrations.
- Coordinate your Philanthropic/Charitable contributions.
- Discuss Trust Services that may help you better navigate through life’s transitions.
Destiny Wealth Partners is not a law firm or accounting firm and does not provide legal, tax, or accounting services. Any information provided is for informational purposes only and should not be construed as legal or tax advice. Please consult your attorney or certified public accountant regarding your specific situation.
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We are honored to have earned the recognition or acclaim of many of the leaders in our industry.
Rankings are specific to Destiny Wealth Partners, its affiliated firms, or to Thomas Ruggie, ChFC®, CFP®. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Destiny Wealth or Ruggie Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Destiny Wealth or Ruggie Wealth Management by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser. Recognition Disclosures
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