For Individuals & Families
Estate Planning
Prepare Your Legacy
You want the peace of mind knowing your loved ones are taken care of after you’re gone.
The wealth you’ve built in your life can be a legacy for their future.
Every family dynamic is unique. And how you want your legacy developed and put in place will be very specific to your situation and goals.
- How can you help support your family as they grow up?
- Do you need to provide for health or education needs of a family member?
- What guidelines can you put in place?
- Who do you need to work with and are they trustworthy?
At Domani Wealth, we listen and we simplify. We approach estate planning and wealth transfer with careful and thoughtful nuance, focusing on understanding your family’s objectives and needs. It takes an experienced and intricate hand to guide open and honest discussions. Our team helps to reduce anxiety and stress for you and your loved ones while minimizing the potential for misunderstandings and disputes.
We can develop strategic recommendations to help you implement your estate planning goals and prepare your legacy. Our team particularly focuses on the tax considerations when developing recommendations. Domani Wealth acts as a quarterback, coordinating with your legal and other professionals, facilitating and communicating to enable properly designed and executed plans.
Once estate and wealth transfer planning are complete, Domani Wealth’s team remains focused on your needs and your future. This planning must be aligned properly with your beneficiary designations, IRA details, and insurance documentation. Estate planning may require titles and registrations to be updated for assets held, to ensure your assets pass on to your heirs according to your estate planning requests. The coordination of these details is key, and one of the ways Domani Wealth helps our clients feel comfortable in their financial plans.
Our more than 25 years in business and depth of experience mean you benefit from trustworthy guidance, helping you feel secure in your family’s financial future.
Additional services:
Service Insights
Financial Planning: How to Build Generational Wealth That Lasts
There is nothing easy about building significant net worth from the ground up; it can take decades of hard work, sacrifice, and discipline. But there may be one thing that can seem harder: ensuring your family holds on to that wealth after you’re gone to create...
After receiving a serious health diagnosis: How you can reduce financial stress
The phone call confirms it. An unexpected health diagnosis; a change in treatment needs or status; a progression. Information requiring serious conversations. As we all age and our bodies begin to fail us, we need to consider what is best for those around us and how...
