Estate Planning with Veritas Wealth Management: Protecting Your Legacy for Generations

At Veritas Wealth Management, we understand that estate planning is about more than preparing for the future—it’s about preserving and transferring your legacy to the people and causes that matter most to you. Our approach is designed to give you peace of mind by ensuring your financial and personal goals are honored, while your loved ones are spared unnecessary stress and expense.

Through close collaboration with experienced estate tax attorneys , we help craft personalized estate plans that align with your objectives, providing the tools and strategies necessary to protect your legacy.

Our Role in Estate Planning: Guidance and Strategy

Estate planning is a critical component of managing your overall wealth, encompassing considerations like tax efficiency, family wealth transfer, and asset protection. At Veritas Wealth Management, we help you navigate these complexities, offering guidance to shape a comprehensive plan that reflects your unique goals and values. With a focus on financial optimization, our team ensures that your plan integrates seamlessly with your broader financial strategy.

All your assets are controlled by you and held in your name by our independent custodian, Schwab Institutional or Fidelity Institutional. I receive no compensation from them. You can check your portfolio 24/7 on their website. I will have limited power of attorney to execute transactions on your behalf.

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How We Support Your Estate Planning Goals

1. Collaborating on Trusts and Wills

The foundation of any estate plan is a well-structured will or trust. These documents ensure your wishes are clearly outlined, offering peace of mind that your assets will be distributed as intended. While the drafting of these documents is handled by vetted legal professionals, Veritas Wealth Management works with you to identify the structures best suited to your needs and coordinates with attorneys to bring your vision to life.

2. Family Wealth Transfer Strategies

Ensuring a smooth transfer of wealth to future generations is a rewarding yet intricate process. Our team provides insight into strategies like gifting and trust creation, helping reduce potential tax liabilities. Together with trusted estate tax attorneys, we focus on making your wealth transfer both effective and aligned with your family’s priorities.

3. Tax-Efficient Planning

As a CPA-led firm, Veritas Wealth Management integrates tax-efficient strategies into your estate plan. While the legal aspects are managed by our network of attorneys, our expertise in financial and tax planning allows us to offer solutions that maximize the preservation of your assets.

4. Charitable Giving and Philanthropy

For clients looking to incorporate philanthropy into their legacy, we provide tailored guidance on charitable giving. From donor-advised funds to charitable trusts, we help structure your contributions in a way that reflects your values and enhances tax benefits, working alongside legal professionals to implement these strategies.

5. Business Succession Planning

Business owners face unique challenges in estate planning. We assist with succession strategies that preserve your company’s value and ensure a seamless transition. Working closely with your legal team, we address key considerations like ownership transfers and long-term stability.

6. Incapacity Planning

Preparing for the unexpected is a vital part of estate planning. We help you establish powers of attorney and healthcare directives through collaboration with legal professionals, ensuring your financial and healthcare preferences are honored during times of incapacity.

Why Choose Veritas Wealth Management?

At Veritas Wealth Management, we view estate planning as an essential part of your financial journey. While we do not provide legal services, our financial expertise complements the work of estate attorneys to deliver holistic solutions. By integrating financial, tax, and legacy planning, we ensure your estate plan reflects your complete financial picture.