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Estate Planning


By definition, Estate planning involves the use of wills, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gifts, and powers of attorney, specifically the durable financial power of attorney and the durable medical power of attorney.

At IRONWealth Ltd., Estate Planning is a process which utilizes both simple and complex tax strategies, along with the aforementioned tools defined above, in an effort to minimize tax liabilities at death and achieve the client’s desired distribution of wealth and property in an efficient manner.  Life coverage is an integral part of this process, wherein they provide the funding to the estate and/or enhance the intergenerational transfer of wealth.

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