Estate & Legacy Planning

Consider Your Wealth while Planning Your Legacy

Your legacy is more than just wealth—it’s the impact you leave behind. Estate planning can help you keep track of your assets so that they can be structured, and transferred efficiently according to your wishes. At WRS Wealth Advisors, we help you navigate the complexities of estate planning, from trusts and tax strategies to charitable giving and business succession. Our goal is to create a clear and tax-efficient plan that considers your loved ones and their financial future.

FAQ

  • What is estate planning, and why is it important?

    Estate planning is the process of organizing and structuring your assets so that they are distributed according to your wishes, while also considering tax burdens and legal complications for your heirs.

  • Do I need an estate plan if I already have a will?

    A will is just one part of a comprehensive estate plan. We help you coordinate trusts, tax strategies, and beneficiary designations to plan for your assets to be transferred efficiently.

  • How can I reduce estate taxes for my heirs?

    We use tax-efficient wealth transfer strategies, including gifting, charitable contributions, and trusts, to help minimize tax liabilities.

  • What if I own a business?

    Business succession planning is a large factor when considering your company’s future. We help develop a structured transition plan, so that you can enjoy continuity and financial security for your business and family.

Key Estate & Legacy Planning Services

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Trust & Estate Coordination

We work with your attorney (or refer one if needed) to establish trusts, beneficiary structures, and asset protection plans that align with your wishes.

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Tax-Efficient Wealth Transfers

We implement strategic gifting, charitable giving, and estate tax reduction strategies to help your heirs receive the maximum benefit.

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Business Succession Planning

If you own a business, we help create a smooth transition plan, while considering financial stability for you, your successors, and your company.

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Charitable Giving Strategies

We help you incorporate philanthropic giving and donor-advised funds into your estate plan, allowing you to monitor impact while optimizing tax benefits.

Navigate the Future With Confidence

Estate planning is about more than just financial security—it’s about planning for your wishes to be carried out and your family is taken care of.


Let’s plan for the future today. Schedule a consultation to start creating a future-focused strategy,