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Estate Planning

There’s more to financial planning than just building enough assets to retire on. Effective estate planning allows you to have control over the way your wealth and assets are transferred to heirs, charities, and loved ones.

While many common estate planning mistakes are easy to address prior to death, most aren’t discovered until it is too late when nothing can be done to fix them.

At Aspen Wealth Management we’ll help you build a comprehensive estate plan that includes:

  • Prioritizing your estate planning goals and objectives 
  • Analyzing the way your current assets are titled along with beneficiary designations to evaluate their impact on taxes.
  • Managing your unified tax credit and addressing federal and state death taxes
  • Identifying charitable gifting and trust strategies
  • Partnering with your tax and estate attorneys to draft appropriate estate documents

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.