Estate Planning

Estate planning is simply determining where your assets should go after you die. It aids in making wishes clear, and helps avoid family disputes. Creating a plan for an estate is one of the ways to protect and provide for our clients and their families.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.

Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones. DTY Wealth Planning Solutions can help minimize taxes and pass legacies to future generations of their choosing.

*DTY Wealth Planning Solutions does not provide legal advice. Please consult a qualified professional for assistance with any legal issues such as wills and trusts. The information related to estate planning on this page is general in nature and does not constitute legal advice or a solicitation for any such service.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, legal advice. You should consult a legal or tax professional on any such matters.