It's never too early to plan for the future, especially when it comes to your financial assets. Getting your affairs in order early will ensure peace of mind when it comes to bequeathing your assets to your loved ones. Canton Wealth Partners financial planners and legacy managers specialize in building a customized plan that works for you and your wishes.
When the time comes, you can rest assured that your financial assets will be distributed according to your plan with precision management from our team.
Contact us today to request a consultation.
Estate PlansEffective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
TrustsWe create comprehensive legal fiduciary arrangements for chosen trustees to help manage your estate. Leaving assets and inheritances to family and friends is made easy with the help of our financial planners.
Revocable TrustsA revocable trust is a trust whereby provisions can be altered or canceled depending on the wishes of the grantor or the originator of the trust. During the life of the trust, income earned is distributed to the grantor, and only after death does property transfer to the beneficiaries of the trust.
From effective estate planning techniques such as gifting, charitable giving, and trust formation to navigating complex tax laws, we provide practical advice and expert tips to optimize your estate's tax efficiency. We can create a customized roadmap for you to minimize tax liabilities and maximize the transfer of wealth.
Start Your Financial Planning StrategyTake a step toward securing your family's financial future today with help from CWP legacy and estate planning services. Get in touch to speak with us to find out how we can create the best legacy plan for you.
Get in touch to arrange a call or a meeting with one of our professional planners. We provide expert advice on the best strategy according to your specific assets and future plans.
We will build a customized legacy plan that suits your needs for your review. We work with you to create the perfect strategy to ensure your estate is secure with minimal tax levied.
Upon completion of your legacy plan, you can enjoy peace of mind knowing that your affairs are in order and that your assigned CWP manager will take care of everything for you.
With Canton Wealth Partners, you don't need to wait for your financial planner to contact you. You can contact us anytime you have questions or concerns.