Estate Planning

At Powell Wealth, our estate planning services begin with a thorough review of your current and anticipated financial situation, ensuring we understand your unique goals and family dynamics. We work closely with you to develop a comprehensive plan that ensures your assets are distributed according to your wishes, while prioritizing tax efficiency and minimizing settlement costs. Our expertise includes helping you select the right combination of trusts, gifting programs, and other strategies to protect and grow your wealth for the benefit of future generations.

With a well-structured estate plan in place, we help you reduce the potential impact of taxes and other expenses on the assets you pass on to your heirs. Our proactive approach not only provides peace of mind that your legacy will be preserved but also creates opportunities for your loved ones to benefit from your careful planning. At Powell Wealth, we are committed to guiding you through every step of the estate planning process, ensuring your wishes are honored and your family’s financial future is secure.