Refine your Estate Planning
Estate planning encompasses the design of how your property will be managed during life and the distribution of that property at death.
Its ultimate goal is to create the most efficient and private transfer of your property to heirs at minimal cost.
REDW Wealth is not a law firm, and we do not offer legal advice. We can, however, assist you in making decisions as you create and modify your estate plan over time. From estate planning design to active estate administration, our financial experts can help you deal with inheritance(s), estate administration problems, and the filing of estate and trust income tax returns.
The four major areas to focus on in your Wealth Management process include essential planning for the transfer of wealth, advanced estate planning concepts, minimizing transfer taxes, and charitable planning.
Explore the four areas of Estate Planning…
Basic Estate Planning
• Wills/TOD/POD
• Beneficiary Planning
• Health Care Directive
• Revocable Trusts
• Durable Power
• Special Needs
• Equalization
• 2nd Marriage
Advanced Estate Planning
• IDIT / ILIT
• Dynasty Trust
• Discount Gifting
• GST Planning
• GRAT
• QPRT
Minimize Transfer Tax
• Charitable Trusts
• Lifetime Gift
• Estate Freeze
• IRA Ben. Planning
• Credit Shelter
• Annual Gifting
Charitable Planning
• CRT /CLAT
• Donor Adv Fund
• Private Foundation
• Direct Gifts
• Gift Annuity
Optimizing Your Tax Strategies
With the Universe of Financial Advice, Planning, and Wealth Management our wealth managers use Strategic Income Tax Planning as one of the three lenses through which we evaluate financial and investment decisions.
Managing Your Risk Intelligently
While each individual is the ultimate decider of the financial decisions you face we’ll help you to confidently and intelligently make those decisions using facts and evaluating real alternatives with Risk Management Planning.
Free Consultation
The ultimate goal in Estate Planning is to create the most efficient transfer of your property to your heirs at minimal cost and with complete privacy.