Wealth Management Services

Estate Planning & Gifting Strategy

Estate Planning & Gifting

Secure Your Legacy

You've worked your entire life to build your wealth. Securing your legacy with a strong estate plan means you have a plan in place for your assets to continue providing for the people most important in your life.

Our advisors help build estate plans and gifting strategies to extend your vision for your wealth into the future.

Estate Planning & Gifting

Secure Your Legacy

You've worked your entire life to build your wealth. Securing your legacy with a strong estate plan means you have a plan in place for your assets to continue providing for the people most important in your life.

Our advisors help build estate plans and gifting strategies to extend your vision for your wealth into the future.

Estate Planning

Building an Estate Plan You Can Trust

Alongside your financial plan, our advisors work with you to review, create, and refine an estate plan. Building a carefully constructed plan for securing your assets includes:

Reviewing or drafting wills
Changing or amending beneficiaries
Assigning powers of attorney
Creating or amending trusts
Analyzing current insurance policies and coverage

Our advisors will work with you to ensure you have a clear plan for each aspect of your wealth.

Estate Planning

Building an Estate Plan You Can Trust

Alongside your financial plan, our advisors work with you to review, create, and refine an estate plan. Building a carefully constructed plan for securing your assets includes:

Reviewing or drafting wills
Changing or amending beneficiaries
Assigning powers of attorney
Creating or amending trusts
Analyzing current insurance policies and coverage

Our advisors will work with you to ensure you have a clear plan for each aspect of your wealth.

Gift Planning & Strategy

Tax-Conscious Gifting Strategies

Whether it's giving to your favorite charity or building trusts for the most important people in your life, your advisor will work with you to create a gifting strategy that accomplishes your personal goals while taking full advantage of the tax-advantaged treatment of gifts.

Depending on your circumstances, your advisor will help you build:

Donor-Advised Funds (DAF)
Grantor Retained Annuity Trusts (GRATs)
Trusts for foundations, families, or individuals
Strategies for annual gifting

Gift Planning & Strategy

Tax-Conscious Gifting Strategies

Whether it's giving to your favorite charity or building trusts for the most important people in your life, your advisor will work with you to create a gifting strategy that accomplishes your personal goals while taking full advantage of the tax-advantaged treatment of gifts.

Depending on your circumstances, your advisor will help you build:

Donor-Advised Funds (DAF)
Grantor Retained Annuity Trusts (GRATs)
Trusts for foundations, families, or individuals
Strategies for annual gifting

Our Estate Planning & Gifting Services

As a client of Watersound Wealth, you'll work with your advisor to build both an estate plan and a gifting strategy focused on securing and extending your legacy while using tax-efficient strategies to keep more of your wealth in your estate.

Beneficiary Review & Oversight

Our advisors work with you to ensure all of the beneficiaries on your accounts are correct and any changes to your beneficiaries are made quickly and accurately.

Estate Planning Documents Review

Your team of advisors will review your current estate plan, recommending changes and optimizing your plan to secure your legacy.

Insurance Coverage Review

Your advisor can review your current insurance policies to identify any gaps, recommend additional coverage, or remove unnecessary coverage.

Charitable Gifting Strategies

Our advisors are familiar with building more complex gifting strategies that help you accomplish your gifting goals while maximizing your tax benefits.

Trust Formation & Gifting Strategy

If you are interested in creating trusts as part of your gifting strategy, our advisors will work with you to ensure your trusts have the right structure so your gifts are always acting according to your vision.

Complimentary Portfolio X-Ray

Get a Complimentary Second Opinion on Your Current Approach.

Schedule an introductory meeting with one of our advisors to get started on a comprehensive audit of your current investment portfolio. Our team will comb through your investments line-by-line to highlight your portfolio's strengths and weaknesses. The insights gleaned in the Portfolio X-Ray will serve as the baseline for the construction of your future investment plan.

Blog Spotlight

Stay up-to-date with the latest news, strategies, and insights directly from our advisory team.

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