Estate & Legacy Planning

There is no “one-size-fits-all” estate plan that works for everyone. Annex Wealth Management will look at your unique circumstances to help determine the right plan for you.


Estate planning often prompts us to reflect on some of our most personal relationships and values. Our primary objective will be to provide for those people in our lives we care most about. Have we taken steps to provide for their security after we are gone?  Have we organized our affairs to make the administration of our estate simple and efficient for our loved ones during a time of grieving?

Whatever your individual circumstances might be, there is a way to structure your estate plan that makes the most sense for you and your loved ones.

We’ll Help You



your current status



the most prudent plan



your goals



and update your plan through time



your plan – from assigning beneficiaries to guardianship designations



if you have an estate plan, we’ll help review it and make sure it reflects your goals and values


Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, CO, FL, IL, MN, NC, NH, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.

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