As a parent or spouse, one way you show your love is by providing for your family. Estate planning and legacy planning are an expression of your care. They help you prepare right now to take care of your family after a life-changing event.
Estate plans involve financial preparations for your assets and obligations:
Our goal is to ensure your funds are used the way you want, regardless of what happens in your life or afterward.
Legacy financial planning deals with what happens to your assets following death. At COVA Wealth Group, we’re experts in all areas of estate and legacy planning:
Good plans can reduce the anxiety that loved ones face by outlining steps to cover debts, minimize taxes and pass your assets to heirs as quickly and painlessly as possible.
It’s normal to feel nervous or have questions when making end-of-life decisions. Our caring, friendly team can make a huge difference. We patiently answer your questions and customize plans to your circumstances, needs and goals. Get assistance with estate planning and legacy planning right away.