Estate
Help Provide Strategies
There are both legal and financial aspects of an estate plan. We help our clients assess their estate tax liability and provide strategies to help mitigate taxes, explore ways to leave a financial legacy, plan for charitable giving during life or after death, execute gifting strategies to loved ones, and more.
*Sirius Wealth Strategies and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
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Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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