Multigenerational Estate Planning

Built to Preserve Your Legacy

Bring your vision for the future to life. Develop an estate plan that safeguards your wealth, supports future generations, and preserves what matters most to you.

Schedule A Legacy Planning Consultation

Estate Planning
Designed for Your Legacy

Estate planning doesn’t have to be overwhelming. Our advisors work alongside you to protect your family’s financial future while honoring your wishes. By collaborating directly with your estate planning attorney, we can integrate your estate plan with your comprehensive financial plan. This coordinated approach keeps your retirement planning, investment management, and tax planning aligned with your legacy goals. Through strategic estate planning, you’ll gain confidence that your financial legacy will be preserved and distributed as you see fit.*

*Credent Wealth Management is not a law firm and does not provide legal services nor dispense legal advice. Such professional services are generally recommended and can be provided by unaffiliated firms.

Strategic Estate Planning Services

Estate Tax Minimization

Benefit from tax-efficient estate planning, including lifetime gifting, trust planning, and charitable giving, to minimize estate taxes and generation-skipping transfer taxes.

Trust Planning
& Administration

Utilize vehicles such as revocable trusts, irrevocable trusts, charitable trusts, and generation-skipping trusts to protect assets and control wealth distribution.

Business Succession Planning

Prepare for succession by planning for buy-sell agreements, succession trusts, and tax-efficient ownership transfers that protect business value and family wealth.

Generation-Skipping Solutions

Transfer wealth efficiently across multiple generations while avoiding transfer taxes.

CharitableLegacy Planning

Integrate charitable giving with estate planning through charitable remainder trusts, charitable lead trusts, donor-advised funds, and private family foundations.

FIND AN ADVISOR

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Local Fee-Only Financial Advisor

If you’re ready to work with a fiduciary advisory firm that prioritizes your family’s financial well-being, we’d love to hear from you. Complete the form below, and discover what it’s like to have genuine partners in your financial success.