Contact Me at 813-484-7877
Estate Planning Services
Clarity for the future. Confidence for your family.
Estate planning is not just for high net worth individuals. It is an essential part of any well-rounded financial plan. Whether your goals are to protect your loved ones, reduce taxes, or avoid probate, having a clear strategy ensures your wishes are honored and your legacy is preserved.
At Water Street Wealth, I help you integrate estate planning into your broader financial strategy so your assets, intentions, and future are all aligned.
Without a Plan, the State Decides for You
Failing to plan can lead to unnecessary taxes, delays, and legal complications. More importantly, it can leave your loved ones without clarity during a difficult time. With a thoughtful estate plan, you remain in control, reduce stress for your family, and ensure your assets are distributed according to your values and goals.
What an Estate Plan May Include
Wills and Trusts – Document how your assets should be distributed
Powers of Attorney and Healthcare Directives – Appoint trusted individuals to act on your behalf if needed
Beneficiary Reviews – Ensure your retirement and investment accounts reflect your current wishes
Tax Planning Strategies – Minimize estate and income taxes through coordinated planning
Asset Titling Guidance – Help with structuring ownership to simplify transfers and avoid probate
Charitable Giving and Legacy Goals – Support the causes you care about in a tax efficient manner
I work to make sure your investment accounts and financial plan align with your estate documents. If needed, I am happy to connect you with local estate attorneys or tax professionals.
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