When you’re developing a plan for your estate, it’s important to understand your entire financial picture. That’s where we come in. There are a lot of dots on this map and we know how to connect them all.
We work with your tax and legal advisors to help coordinate ALL the components that make up your overall financial strategy to help ensure that your plan reflects your legacy. Maximizing what you leave behind is the theme for any estate plan. Throughout the planning process we will focus on how each asset will pass through to your beneficiaries, as well as your estate as a whole. From minimizing communicating your wishes to tax implications to continually checking in over the years, Ward Aguilar Financial will help you build your legacy.