How much do you need for your dream retirement? Use our calculator to find out.
When most people think about estate planning, they focus on who will inherit their assets. But one of the most important — and often overlooked — parts of the process is how much of those assets will actually reach your heirs after taxes.
Without a proper strategy in place, estate taxes and other transfer costs can significantly reduce the value of what you leave behind. Even a carefully written will or basic trust may not be enough to fully protect your legacy if tax efficiency isn’t part of the plan.
At Asset Preservation Wealth & Tax, we take a comprehensive approach to estate planning that considers not just who will receive your assets, but how they’ll receive them — with strategies designed to minimize taxes, avoid unnecessary legal costs, and keep more of your wealth where it belongs: with your family.
A Thoughtful Estate Plan Should Include:
✔ Strategies to reduce estate and inheritance taxes so more wealth is preserved for future generations
✔ Trust structures that provide control, flexibility, and protection for your beneficiaries
✔ Planning for potential healthcare and long-term care costs to prevent asset erosion
✔ Techniques to minimize the impact of probate and legal delays
The right plan does more than distribute wealth — it safeguards it. With proper planning, you can ensure your legacy is protected and passed on with intention and efficiency.
Ready To Get Started?
© APSITaxes.com. All Rights Reserved. | Investment Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser. Privacy Policy.
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
