Estate Transitions

Estate Planning

You’ve worked hard to earn your money, and you want to make sure it will be there for you in the future. 

The problem is that estate planning can be confusing and overwhelming - even if you are a financial expert yourself. It’s also easy to miss out on important details or fail at executing an effective plan.

Creating a comprehensive plan takes time and effort on our clients' part but also requires expertise on ours - which is why we're here.

Falcon Wealth offers independent wealth management services for estate and trust planning. Our team has decades of combined experience and helped hundreds of families build their legacy while minimizing taxes and other costs.

When it comes to planning for the future, there is no one-size fits all approach. We help our clients create plans that work according to their values, goals, and needs so they can sleep well knowing their family's future is secure.

Here’s what we’ll help you with:

  • Creating Powers of Attorney (POA)

  • Choosing executors

  • Designating beneficiaries

  • Minimizing taxes

  • Protecting estate and income

Want to find out more about how you can protect your legacy? Get in touch with us to see how we can help.*

*Falcon Wealth Planning does not prepare wills or other estate planning documents since supervised persons are not attorneys.