Estate Planning

Tradition Wealth Management provides the estate planning tools you need to guide your loved ones and safeguard your legacy, allowing your wealth to have a direct and lasting impact. From foundational estate planning basics to intricate planning issues, our advisors will work diligently with you and your estate attorney to coordinate the key aspects of your estate plan.

This includes:

  • Wills
  • Trust Administration
  • Charitable Trusts and Foundations
  • Life Insurance
  • Distribution of your assets
  • Estate Settlement
  • Estate Taxes and Probate Costs