top of page

Estate Planning 

Estate planning involves creating a strategic plan for managing and distributing your assets during your life and after your death. It includes wills, trusts, powers of attorney, and healthcare directives, ensuring that your financial and personal wishes are honored. Estate planning is vital because it provides clear instructions on how your assets should be handled, reducing the risk of family disputes, minimizing taxes, and safeguarding your wealth from unnecessary legal fees and creditors. Additionally, it allows you to designate guardians for minor children and make crucial healthcare decisions in advance.

At our firm, we understand the complexities of estate planning and offer personalized guidance to help you navigate this essential process. Our experienced advisors work closely with you to develop a comprehensive estate plan that reflects your unique circumstances and goals, providing you with peace of mind and ensuring that your legacy is preserved for future generations.

image.png

Disclaimer: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (Member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. 

© 2024 Riverside Capital Wealth. Powered and secured by Wix

bottom of page