Partnership Wealth Management provides our clients with reassurance regarding their financial goals by helping them understand their financial options for today and the future. We will take the time to thoroughly explain our recommendations to ensure you know what you are doing, why you are doing it, and what your costs will be. We’re independent, so you don’t have to worry about our recommendations being biased towards a specific investment or product company.
Our full-service practice provides:
Most people avoid addressing their estate planning needs because they feel that they will have plenty of time to get an estate plan or they do not feel as though they have an estate to protect. Yet, the reality of life is that we never know when we will utilize our estate plan and everyone needs one regardless of estate size.
Estate planning in its simplest terms is passing your assets to your heirs as quickly and tax free as possible. Assets can be transferred via Wills, ownership, by contract (beneficiary arrangements), and trusts. The best way to ensure that you have everything covered is to meet with an attorney.[MORE]