Estate & Legacy Planning
Building wealth is just one part of the equation—ensuring it’s protected and efficiently transferred is just as important. At Enduro Wealth Management, we help business owners, professionals, and high-net-worth individuals create structured estate and legacy plans that safeguard assets, minimize taxes, and ensure a smooth transfer of wealth to future generations.
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Our goal is to provide clarity and confidence in your estate plan, helping you avoid probate, reduce estate taxes, and ensure your financial legacy aligns with your values.
What's Included
✔ Revocable Living Trusts (Advisor-led, attorney-drafted)
Ensure your assets transfer efficiently and avoid probate, providing clarity and control over your estate.
✔ Wealth Transfer Strategies
Minimize estate taxes and protect family wealth through strategic gifting, trusts, and tax-efficient inheritance planning.
✔ Charitable Giving & Philanthropy
Maximize the impact of your wealth by structuring charitable donations and legacy gifts in a tax-advantaged way.
✔ Business Succession Planning
For business owners, we create structured transition plans to protect your company’s future and ensure a smooth ownership transfer.
