Independence Wealth

Estate Planning

We understand that securing your legacy and ensuring your loved ones are well taken care of is a top priority. We will structure an estate plan that minimizes potential tax liabilities and ensures your assets are distributed according to your wishes. From healthcare to charitable giving and asset protection, we’ll incorporate everything you need so you leave the legacy you want.

What This Includes

  • Coordinate with your estate planning attorney to ensure your assets are transferred in the manner you desire
  • Properly title accounts and beneficiaries so your wishes can be laid out properly
  • Recommend professionals from my network to help simplify your estate plan

How We Approach Estate Planning

We work alongside your estate planning attorney to make sure your accounts are properly titled, your beneficiaries are up to date, and your assets are positioned to transfer according to your wishes.

Who We Work With

We work with individuals and families who have done the hard work of saving and are now focused on making smart decisions with what they’ve built. Most of our clients:

  • Are between the ages of 55 and 70
  • Have $750,000 or more in investable assets
  • Want a fiduciary advisor who puts their interests first
  • Are looking for a comprehensive plan — not just investment management
  • Are approaching retirement or already retired and want to make their money last

What to Expect When You Work with Us

Our process is straightforward and low pressure:

  1. Introductory Call — A short call to learn about your situation and see if we’re a good fit for each other.
  2. Independence Wealth Blueprint Presentation — Our first working meeting where we dig into your financial picture and the questions that brought you to us.
  3. Discovery Meeting — We present our observations, recommendations, and a full picture of how we’d work together going forward.

There’s no obligation at any step. Our goal is to make sure the fit is right for both of us before moving forward.

Related Services

Schedule a Complimentary Consultation

Independence Wealth Advisory Services LLC is a registered investment adviser in the State of New Jersey. Registration does not imply a certain level of skill or training.