Estate Planning

We provide comprehensive estate planning services to ensure your assets are distributed according to your wishes. Our services include:

Will and Trust Preparation

We collaborate with trusted attorney partners to assist in drafting legally sound wills and trusts that outline your asset distribution preferences. Our goal is to ensure that your wishes are clearly documented and legally binding, providing you with peace of mind knowing that your estate will be handled according to your intentions.

Legacy Planning

Legacy planning is about more than just transferring wealth; it's about ensuring your values, achievements, and life's work leave a lasting impact. At Haywood Wealth Management, we work closely with you and our trusted attorney partners to develop a comprehensive legacy plan that reflects your wishes and supports your loved ones. Our goal is to help you create a meaningful legacy that benefits future generations and aligns with your personal and financial goals.

Beneficiary Designation Review

We review and update beneficiary designations for your financial accounts to align them with your estate plan. By ensuring that your beneficiary designations are up to date, we help prevent any discrepancies or conflicts in the distribution of your assets, providing a seamless transition of wealth to your intended beneficiaries.

Powers of Attorney and Healthcare Directives

We help establish documents allowing trusted individuals to make decisions on your behalf if you're unable to do so.

Estate Tax Planning

We work closely with you to develop strategies aimed at minimizing estate taxes and maximizing the wealth that will be transferred to your beneficiaries. Our goal is to help you preserve as much of your hard-earned wealth as possible, ensuring that your assets are protected and your loved ones receive the maximum benefits from your estate.

Charitable Giving Strategies

We can assist you in seamlessly integrating charitable giving into your estate plan, allowing you to maximize the impact of your contributions while potentially enjoying tax benefits. By strategically incorporating charitable giving, we help you leave a lasting legacy and support causes that are meaningful to you and your family.

Business Succession Planning

For business owners, we offer guidance on planning for a smooth transition of ownership, considering tax implications and identifying potential successors.

At Haywood Wealth, we prioritize building long-term relationships and understanding your unique needs. Contact us to schedule a consultation and create a customized estate plan that reflects your values and protects your financial legacy.