Regardless of your age or economic situation, proper planning is essential in ensuring your assets will be preserved and distributed according to your intentions. Without an estate plan, your assets will be distributed according to state and federal laws, not necessarily according to your wishes. Your estate may also be subjected to substantial taxes that are entirely avoidable. The time you spend now will help your loved ones to cope later, and also will ensure your wishes will be fulfilled.
Estate planning involves complex concepts that are regulated by varying state and federal laws. We firmly believe that managing the transfer of your accumulated wealth is the cornerstone of a lasting legacy. Our firm will work with your estate planning attorneys and tax specialists to help you create an estate plan solution that considers what you want to do for yourself, your family and friends, and the world around you.
Charpentier Wealth Strategies has particular expertise in:
Will and trust design strategies
Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall plan
Estate tax reduction techniques
Qualified plan distribution alternatives
Employee stock option optimization
Let's Talk....Contact us for a consultation!
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Colorado, Ohio and Wisconsin
California Insurance License #0763281
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.