SERVICES

Estate planning

At Wyze Wealth Advisors, we understand the importance of estate planning to preserve your wealth and ensure a smooth transition for your loved ones.

We begin with a thorough review of your unique objectives and determine if any changes should be made to your existing estate plan, or if more optimal strategies should be considered.

Your team of advisors at WYZE wealth works closely with estate planning attorneys to help you articulate your goals, minimize taxes, and protect your assets.

Our estate planning process includes:

  • Review of existing estate plan
  • Estate tax avoidance/minimization strategies
  • Asset titling & probate avoidance: We will assist you in aligning your asset titles and beneficiary designations to support your estate planning goals and avoid probate.
  • Family gifting & charitable donation strategies
  • Attorney referral network: Work with vetted attorneys like many of our existing clients to update your existing estate planning documents, drafts new ones, etc.
NEXT STEP

We offer prospective clients the ability to test-drive our services at no cost.

Take the first step to secure your financial future by obtaining your personalized Retire WYZE assessment.

Get to know us during a 20 minute Introductory Call, which gives you the opportunity to determine if we are the right fit for your retirement planning needs.

Our calls are always relaxed, informative and pressure free. If we cannot assist you, we will point you in the right direction. Guaranteed.

Take the first step by scheduling a 20 min call with a member of our team