Estate Planning Assistance
Taking care of your loved ones and achieving your legacy goals is an important challenge, and we strive to make our clients as successful as possible in that endeavor.
Fortress helps clients balance spending goals with legacy goals while maximizing future, after-tax net worth for the client and their beneficiaries. A comprehensive estate plan allows for the preservation of wealth, a probate-free transfer of assets, and the minimization of fees and taxes.
What to Expect
The first meeting with an estate attorney can be intimidating and confusing for most people. Although we are not estate attorneys, we provide clients with education that can help them increase the efficiency and enjoyment of their attorney appointments.
Durable Powers of Attorney, Wills, Trusts, Document Storage, Digital Assets/Accounts, Advanced Health Care Directives, etc. are all very important topics that should be addressed and squared away.
Reducing Tax Liabilities
The end of the Tax Cuts and Jobs Act in December 2025 means lower future estate tax exemptions, but there are many effective options for addressing and reducing looming estate tax liabilities.
These options, however, can be very confusing, so we help educate clients on Roth Conversions, ILITs, GRATs, IDGTs, CRATs, CRUTs, Other Charitable Strategies, SLATs, Intrafamily Loans, Valuation Discounts, Gifting, Dynasty Trusts, etc. Our experienced CPA/CFP, utilizing sophisticated financial planning software, can generate comparison projections to ensure that clients and their future generations achieve maximum tax-efficiency.
Speak to an Estate Planner Today
At Fortress Wealth, we bring decades of Estate Planning experience to the table to assist our clients with their planning. Use our contact section below to reach out to a member of our team and get started.
Contact Us
Address:
9696 Culver Blvd., Suite 208, Culver City, CA 90232
Telephone:
(310) 899-0606
Email:
info@fortress-wealth.com
Send us a Message
FORTRESS WEALTH MANAGEMENT, INC. ©2020 | Culver City, California | 310.899.0606
Fortress Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those managed or recommended by Fortress Wealth Management, Inc.) will be profitable or equal to any historical performance level(s).