Estate Planning

Regardless of the size of your wealth, estate planning is important to protect that wealth for the benefit of you and your family. We help maximize that wealth and facilitate the transfer and distributions of financial assets while minimizing associated tax burden.

You've worked hard and are enjoying retirement.

Now you're starting to think about the legacy you will leave to your family.

The advent of incapacitation or death can have a major impact on the lives of those around you. Often the most complex and vexing consequence for a family is sorting through the financial assets and ensuring your desires for those assets are followed. Proper estate planning can save your family the painful minutia that otherwise accompanies the administration of an estate.

Hart Capital Management has the experience and knowledge to help you determine the structure of your estate to the benefit of your family members. We can also assist remaining family members with the transfer and management of estate assets.

Hart Capital Management can help you:

  • Preserve your family’s wealth.
  • Set up assets to be distributed as you want.
  • Lessen the impact of estate taxes.
  • Establish annual gifting to reduce the taxable estate.
  • Avoid costly and time-consuming probate.

While Hart Capital does not write wills or trust documents, our in-house attorney and Certified Public Accountant can evaluate existing documents to ensure they reflect current objectives and consider future needs.

As a Hart Capital Management client, helping with your estate planning is a valuable part of the value-add services that we offer.

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