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Estate Planning*


There is more than one way to plan for your future and we’ll educate you on every option available. Then we’ll help you decide on the best way to plan for your legacy and take care of your loved ones.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after passing. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Our estate planning services involve:

  • Wealth transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable trust strategies

*Sanddollar Wealth Management and LPL Financial do not provide legal or tax advice. Please consult your legal and/or tax advisor regarding your specific situation.