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Estate Planning

A properly crafted estate plan is an integral component of any comprehensive financial plan. It empowers you to oversee your affairs throughout your lifetime and control the distribution of your wealth after death. A well-crafted estate plan delineates your healthcare preferences, ensuring their execution – even if you are unable to communicate. It allows you to appoint a trusted individual to oversee your financial matters should you become incapable of doing so yourself. Additionally, it can protect you and your loved ones from a variety of potential fees and taxes.

We are not attorneys and therefore cannot prepare your estate plan. However, we do review existing documents for alignment with the goals you have communicated through our financial planning process. If you lack an estate plan, we refer you to one of our trusted partner attorneys. We collaborate closely with you and your attorney, often facilitating joint meetings, to ensure that your financial and estate plans are properly integrated.

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​​​Ready to start? 

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Clarify your vision.

Simplify your wealth management.

Focus on what truly matters.

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© 2024 Gather Wealth, LLC

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. This website and its associated links offer news, commentary, and generalized research, not personalized investment advice. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing on this website should be interpreted to state or imply that past results are an indication of future. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.

 

Investment advisory services offered through Guardian Wealth Advisors D/B/A Gather Wealth, LLC. Guardian Wealth Advisors is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Raleigh, NC. Registration does not imply a certain level of skill or training.

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