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Services / Wealth Management

Your legacy, executed exactly as you intend.

Estate planning is more than documents — it's making sure the right assets reach the right people with the least tax and zero ambiguity. We build the strategy and coordinate with your attorney to paper it.

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Advisory services are provided by Xel Wealth Management, Inc., a Registered Investment Adviser — explore the firm’s dedicated site at xelwealth.com →

What this can cover.

Estate Planning

Scope is set per client. Not every line below applies to every engagement — some are not necessary at all — and what we take on is agreed with you before any work starts.

220.1Estate StrategyA full map of what you own, how it's titled, and where it goes — with estate tax modeled.
220.2Trust CoordinationRevocable, irrevocable, SLATs, ILITs — we model the tax outcome and work with your attorney to draft.
220.3Beneficiary AuditRetirement accounts and life policies pass outside your will. We make sure they're not pointed at an ex.
220.4Gifting StrategyAnnual exclusions, 529 superfunding, and lifetime exemption planning — before exemption levels change.
220.5Business SuccessionValuation, buy-sell funding, and transfer strategy for owners whose largest asset is the company — working alongside the attorney who drafts the documents.

Why your CPA belongs in this.

The case

Estate mistakes are usually tax mistakes: appreciated assets gifted when they should be inherited (losing the step-up), retirement accounts left to the wrong beneficiary type, business interests transferred without a valuation. These are accountant problems, caught by accountants.

We don't replace your estate attorney — we make their documents match your numbers, and your numbers match your intentions. If you don't have an attorney, we'll connect you with ones we trust.

CHECKPOINTS

When to revisit your estate plan

  • Marriage, divorce, or a new child
  • Business value crossing eight figures
  • A move between states
  • Federal exemption law changes
  • Every 3–5 years, no matter what
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FAQs.

Quick answers
I'm not wealthy enough for estate planning, right?If you have kids, a house, or a business, you have an estate plan — the question is whether you wrote it or your state's default laws did.
Do you draft wills and trusts?Drafting is legal work — your attorney's job. We design the strategy, model the tax, and coordinate so the documents do what the plan intends.
What does probate actually cost?Time (often a year-plus), fees, and total publicity. Most of it is avoidable with titling and beneficiary work that costs almost nothing now.

Available at every office.

And everywhere else

Work with a local advisor in person, or run the whole engagement remotely — same team, same portals, same standard.

Estate planning in Eugene, OR Estate planning in Salem, OR Estate planning in Ontario, CA Estate planning in Orlando, FL Estate planning in Savannah, GA Estate planning — virtual, all 50 states

Protect what you've built. On purpose.

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