Estate Planning

Estate Planning

The proper transfer of your assets to your family and the avoidance of probate costs and estate taxes are at the heart of the estate planning process.  In this process, it is essential that your financial adviser and your attorney each work in their areas of expertise to assure the process is effective.  At GenWealth, we work with a select group of estate planning specialists to offer you a comprehensive approach to this vital process.  Of course, if you already have a relationship with an estate planning attorney, we will coordinate our financial recommendations with their advice concerning your estate.

Estate Planning