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Wealth Preservation Strategies And Transfer To Heirs

Client Centered

WEALTH VISION ADVISORS LLC® can help you determine the appropriate percentage of your income and assets to set aside for preservation with the intention of eventual transfer to an estate.  We can support your estate planning attorney’s expertise with establishing trusts designed to preserve your wealth while you’re living and assure that your intended postmortem beneficiary allocations are honored, including for philanthropic purposes, while minimizing tax consequences.