Estate Planning Strategies

Helping To Ensure Your Legacy Continues With Great Estate Planning
Estate Planning | Wills and Trusts

At TSG Wealth Management we understand that you’ve worked and sacrificed to build your success and we’re committed to providing the financial guidance that helps ensure you leave a legacy that lives on. Over the years we have provide access to customizable estate planning tools and developed strategies to help you plan exactly how you’d like to see you legacy continue.


Estate planning is a vital part of any good investment plan. Structuring your assets to help ensure they continue on for generations is often a complicated process, however we do our best to simplify and expedite the process to make it as pain free as possible.


Two of the most common estate planning vehicles are wills and trusts. Wills and trusts go hand-in-hand as the starting point for any good plan. Writing a will is something that we believe that everyone should do. Beyond determining how your property should be distributed they also allow you to name an executor and guardians for your children (if applicable). If you do not secure a will your assets and wishes could be subject to the often a costly and time-consuming probate court.


Trusts are legal entities that, like a will, leave instructions for how your assets should be distributed and/or maintained. A variety of trust options allow you customize the distribution of your estate with the added advantages of property management and probate avoidance.


The ultimate goal of both of these initial tools is to create a roadmap for how you would like your assets to be distributed, but there is a lot more that we can do to help you prepare.

For convenience we have listed a few of the estate planning items you’ll need to consider below. We look forward to guiding you through this process to ensure you can make an impact for generations to come.

Estate Planning Strategies
  • Estate Taxes
  • Estate Valuation
  • Wills


  • Living Trusts
  • Credit Shelter
  • Corporate Trustee


  • Beneficiary Planning
  • Annual Giving
  • Transfer on Death
  • Estate Transfer

Charitable Giving

  • Charitable Remainder Trusts
  • Bequests
Estate Planning Trusts | TSG Wealth Management

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