You’ve worked hard to build wealth, and we’re committed to safeguarding and furthering your legacy. We provide dedicated support to families and put plans in place that ensure your assets are passed on to the people and organizations you hold dear. We’re generational planners, and we take great pride in protecting your legacy and peace of mind.
Map out your family’s future and establish a lasting legacy. You’ve worked hard to build your wealth, and Bellwether is committed to helping you protecting your assets. We’re generational planners, and together we can create a plan that perfectly aligns with the aspirations of your family, ensuring financial security for years to come.
Estate planning can seem daunting, especially because it involves a lot more than just your finances. Our team helps you contemplate some of the decisions that need to be made when crafting an estate plan prior to working with an attorney.
From these discussions we summarize areas of focus and opportunity that we provide to the estate planning attorney of your choice. If you need an attorney, we help you vet an estate planning attorney that will meet your needs and objectives. We remain by your side throughout the process and provide additional insight to the estate planning attorney about your financial and tax needs.
