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Estate Planning

It is never too early to start thinking ahead... but it can be too late.

            Although many people push off estate planning, our clients are always one step ahead. Without a plan, your hard-earned money could be lost to mismanagement, taxation, or divorce. Our strategic estate planning can save you thousands, if not millions, of dollars as well as reduce the stress on your loved ones during a difficult time.

            As spouses and parents, Waldron Partners believes deeply in protecting your assets to provide stability and leave a firm legacy for your family. When developing a unique plan with our team, we evaluate your personal situation to craft a guide that we monitor to help you achieve your goals.

           Our professionals are experienced in working with high-net worth clients and are knowledgeable in issues including:

  • Will and trust design strategies, including estate tax reduction techniques
  • Property ownership alternatives
  • Coordinating the titling and beneficiaries of your plan
  • Insurance analysis
  • Qualified plan distribution alternatives
  • Charitable planning and family-gifting strategies
  • Employee stock option optimization
  • Generational wealth planning/family meeting facilitation

           Start planting roots for your legacy now. Request a meeting with a Waldron Partners associate today to discuss the benefits of our estate planning and see if you are eligible to join our exclusive community.