At Krietzberg Wealth Management, one of the ways we help you build your future today is to create a customized estate plan that provides you with a sense of security while potentially maximizing your estate for your family and any charities following your death. Estate taxes may significantly impact the wealth you have accumulated unless you employ appropriate planning, and those tax policies are constantly changing. A well-designed estate plan can help create and conserve assets during your life. In addition, effective planning can minimize estate taxes and estate settlement costs and deliver an orderly distribution of assets that helps meet your objectives.
We design a customized “financial model” for you that:
addresses the financial consequences of your unique needs and objectives;
estimates your annual cash flow, and determines, on an annual basis, the impact your existing estate planning techniques will have on your heirs.
Your "financial model" becomes the foundation for your estate plan. It is an essential tool to determine the long-term adequacy of your financial resources. The planners at Krietzberg Wealth Management will work with you to identify the impact of possible future changes that can occur within your estate, and design strategies to help minimize any adverse effects.
Learn about our Investment Management, Our Investment Philosophy, Retirement Planning, and Life Insurance Strategies services.