Services

Trust & Estate Strategies

We collaborate with you and your attorney to regularly review and update your estate plan. While estate planning is a critical part of a comprehensive financial strategy, it’s often overlooked or delayed. We’re here to help ensure your assets are protected and smoothly transitioned to the next generation.

How We Support Your Estate Planning

We work alongside you and your attorney to ensure your estate plan aligns with your broader financial goals. Our guidance helps you:

Protect Your Assets – Ensure your wealth is preserved and distributed according to your wishes.
Minimize Estate Taxes – Reduce tax burdens and maximize what’s passed to heirs.
Secure Your Legacy – Clearly define your intentions for future generations.
Prepare Your Heirs – Equip your family with the knowledge and tools to manage their inheritance.

Our Role in Your Estate Plan

As your financial advisor, we provide a critical perspective that integrates estate planning into your overall financial strategy:

A Holistic View – We ensure your estate plan complements your long-term financial goals.
Future-Focused Planning – We help assess both your current estate value and its future growth to optimize tax strategies.
Attorney Collaboration – We identify key planning needs and coordinate efficiently with your legal team.
Family Guidance – We assist in communicating your estate plan to your heirs, ensuring a smooth transition of wealth.

When to Review Your Estate Plan

After Major Life Events – Marriage, children, retirement, significant wealth growth, health changes, etc.
If It’s Been Years Since Your Last Update – Have you accounted for digital assets, evolving tax laws, or family changes?
Before Tax Law Changes – Proactive planning can help you navigate new federal and state regulations.

Please note that while Astra Wealth Management provides comprehensive estate planning, we do not draft or prepare estate documents. All estate planning documents and decisions should be carefully reviewed with your attorney.