It’s never too early to consider your legacy. The surest way to provide for the financial and emotional well-being of your heirs and beneficiaries is through comprehensive planning. Your team at Agility Wealth Management can help you navigate the process of speaking with family members, preparing the proper documents and choosing the right vehicles to effectively manage your affairs.
General Estate Planning
Estate planning provides you with greater control over the ways your wealth will provide for the loved ones, business associates or charitable organizations that mean the most to you. Your team at Agility Wealth Management will help you consider the appropriate vehicles – wills, trusts, insurance and more – to manage tax implications and distribution methods. Estate planning ensures your wishes are carried out.*
Family Conversations
As you make careful plans for how your wealth will pass to your heirs, it is important for everyone involved to clearly understand your wishes, as well as the process by which they will be carried out. Your team at Agility Wealth Management can help you make sure everyone knows where to turn.
Document Preparation and Review
With so much to keep track of, it’s important to write things down. From important legal documents – a will, healthcare directives, even a list of accounts – to heartfelt communiques to loved ones, Your team at Agility Wealth Management can help you prepare and safeguard important documents to ease the stress on loved ones during a difficult time.
Trust Services
From minimizing estate taxes to providing detailed distribution instructions, a trust gives you a greater degree of control over your estate. Your team at Agility Wealth Management can navigate the many types of available trusts, helping you select the vehicle that best suits your goals, needs and wishes.*
Charitable Giving
Through the charitable organizations whose missions you hold dear, you have the capacity to touch many lives. Your team at Agility Wealth Management can help you incorporate charitable giving into your wealth management plan, taking into account tax implications that allow your goodwill to do the most good.
Agility Wealth Management does not offer tax or legal advice. Please consult the appropriate professional before making any decision that may affect your tax or legal situation.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.