Our Wealth Enhancement Group can help you with your estate planning needs and formalize your wishes. Our team of professionals can help you determine how you’d like your assets distributed and help you understand estate law. By having your wishes formalized and written, you’ll gain confidence that your legacy will be carried out based on your preferences.
It is important to make sure that your wealth is ready to be transferred to the next generation. It is also important to have the necessary conversations to prepare the next generation for what they might receive with regard to your legacy?
- We will work with you and your attorney to formalize your wishes in an effort to minimize the administrative burden of loved ones and to maximize the value distributed to toe people and causes you cherish.
If you do not have an active legal professional you will gain access to our network of *Attorneys and CPA’s to help you design, develop, and implement potential tax reduction and estate improvement strategies.
*our network of Attorneys and CPA’s consists of professionals who are not associated with Pinnacle Wealth or the Cetera Advisors Network but some who are aligned with through the Wealth Enhancement Group at Carson Group Partners.