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Estate & Legacy Planning

Often your legacy is best structured to achieve many important personal and financial goals and objectives.

Simple Approach

Most everyone wants to try to ensure that his or her family and loved ones are provided for adequately now and in the future. So, whether you consider yourself affluent or just a hard-working person with a modest nest egg, everyone needs estate planning.

The process of legally structuring your finances – from current to projected assets – requires genuine understanding of structuring an estate, down to key details like transfer taxes and dynasty trusts.

Sometimes, you’ll find an effective answer is a simpler estate planning approach. We’re ready to guide you through the potential pitfalls and towards peace of mind about your legacy and how you provide for those who mean the most to you.


WE’LL HELP YOU 

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Prioritize

your current status

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Implement

the most prudent plan

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Examine

your goals

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Review

and update your plan through time

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Prepare

your positions and documentation

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Plan

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

IN THE NEWS

If you’re interested in reading the latest from Annex Wealth Management’s Director of  Estate Planning Richard Behrendt, J.D., CLICK HERE

  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, FL, IL, KY, MN, NC, 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.