Estate Planning

Many of our clients have accumulated or are in the process of accumulating significant assets. With U.S. tax laws ever changing, specific desires for distributing assets and the unique dynamics that wealth can create, a well thought-out estate plan strategy can be an important tool.

Egermier Wealth Management Group will function as a quarterback for your plan, coordinating the efforts of your legal and accounting professionals during the plan building process. You've taken the effort and made the sacrifices necessary to accumulate your resources, now we'll help you shape your legacy.

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.