Regardless of your overall net worth or whether you think your estate will be subject to an estate tax, there are many non-tax reasons to engage on the subject of estate planning.
Estate planning offering
Your dedicated Echelon advisor will advise planning and ongoing investment management practices based on your financial situation, including guidance on estate-planning strategies.
Estate planning awareness
Learn the basics about estate and gift taxes, wills, trusts, and other essential concepts so you can plan your estate with confidence.
Learn strategies of taking action on your estate plan, including what to consider as you choose the people who will support the process.
Ensure beneficiaries get the most from your legacy by keeping your plan updated and maintained.
Estate planning management
Estate planning is vital to your financial wellness. It can give you more incredible wealth, privacy, and certainty over your legacy.
You have many alternatives when it comes to estate planning. At Echelon, we want to make sure you have the assistance you require along your journey by partnering with a dedicated advisor.