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Estate Planning

Client Centered

Generally, the goals of estate planning are to provide for financial independence in life and to maximize – given the client’s goals and objectives — the value of the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider:

  • Will and trust design strategies in conjunction with your estate attorney
  • Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan
  • Estate tax reduction planning techniques
  • Insurance analysis
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Charitable planning
  • Employee stock option optimization
  • Generational wealth planning/family meeting facilitation

Clearview Wealth Partners has the resources, experience, and knowledge to educate you about the potential solutions to meet your estate distribution objectives, so your estate plan reflects your wishes and your wealth is passed to your family or designated charitable organizations.

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