Introduction

Estate planning is essential for protecting and preserving wealth for future generations. Awaken Financial Designs fiduciary wealth advisor ensures that your estate is structured efficiently and legally.

Key Aspects of Estate Planning

1. Wills & Trusts – Establishing legal structures to transfer wealth.


2. Tax Planning for Estates – Minimizing estate and inheritance taxes.


3. Gifting Strategies – Transferring wealth tax-efficiently.


4. Charitable Giving – Creating tax-efficient philanthropy plans.

The Role of a Fiduciary Advisor in Estate Planning

Fiduciary advisors:

• Help clients create legally sound estate plans.


• Work with attorneys to ensure compliance.


• Implement financial structures that align with long-term goals.

Conclusion

Estate planning isn’t just for the wealthy; it’s for anyone who wants to ensure their legacy is passed down efficiently and securely.