The Challenge
Estate planning is about more than just a will — it’s about ensuring your assets go to the right people, in the right way, at the right time, and with the least possible erosion from taxes and costs. Without proper planning, your loved ones could face unnecessary complexity, delays, or financial loss.
Why it matters?
You’ve worked hard to build your wealth. The final chapter of your financial life should reflect your wishes, protect your beneficiaries, and minimize avoidable taxes and legal fees. Estate planning is also about making your own later years more secure and less stressful, knowing that everything is in order. It is also a selfless gift you can leave for your loved ones.
Our approach: How we work with you
Your estate plan is reviewed regularly during your Prestige Reviews, at least once a year, to ensure it stays aligned with your overall financial strategy as your life and priorities evolve. At Prestige Private Wealth, we integrate your estate wishes into your plan, creating a clear, tax-efficient framework to transfer wealth, protect beneficiaries, and honor your values — all while supporting the life you want today.
- Reviewing key documents — Ensuring you have an up‑to‑date will, power of attorney, health care directive, and a named trusted contact person.
- Coordinating with professionals — We work with your lawyer and accountant to align legal documents and tax planning with your broader financial goals.
- Projecting your estate value — We prepare an Estate Projection Report showing:
- Projected estate value at age 90 (or another age you choose), plus every two years from 80–90.
- Asset breakdowns across accounts, property, insurance, and business holdings.
- Estimated “estate shrinkage” from taxes and final expenses.
Helping you live for today, while planning for a better tomorrow.
Book your free discovery call to learn more about this service and how it fits into your tailored financial strategy.
