Estate Planning
For many people their largest asset is the money they’ve accumulated for retirement. Estate planning is a critical aspect of your wealth management plan. We’ll discuss sensitive issues, beneficiary designations, estate tax minimization, and the establishment of trusts to protect your loved ones and the hard-earned assets that you have accumulated throughout your lifetime.
![Estate & Wealth Management Plans | Veridian Capital Partners](/sites/stephanieramachandran.us1.advisor.ws/files/styles/max_325x325/public/images/estate_planning.jpeg?itok=au_SSM_M)