WEALTH VISION ADVISORS LLC® will coordinate with you and your attorney to establish and/or update your plan to preserve, manage and distribute your assets after your death, including in a manner that protects the interests of and financially sustains your spouse or partner while minimizing adverse tax consequences. Taking the steps to create a comprehensive estate plan will provide you the increased confidence that comes from knowing you have planned for the distribution of your assets and provided for your loved ones. With an estate plan, you can avoid the time and costs of probate, decide who receives your assets at death and determine the most effective and tax-sensitive way to distribute the assets to your heirs, including family, friends or charitable organizations.
Estate Management Checklist
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