ESTATE PLANNING

PLANNING YOUR LEGACY

HAVE YOU CONSIDERED YOUR LEGACY?

Your legacy is much more than your assets. It’s your personal values, the memories that carry on, and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave.

Infinity Wealth Counsel is here to help you understand how your assets will be distributed under your current estate plan and existing tax laws. We will work together with attorneys, CPAs, and other professionals to formalize your wishes. We want to minimize your estate’s administrative burden and maximize the value distributed to your loved ones and the organizations you cherish.

Family Hiking

OUR CONFIDENT APPROACH 

RISK MANAGEMENT

Our advisors will help you align your estate plan with your financial plan, which includes beneficiary reviews, working with your attorney to create a will or trust, regular updates and reviews, and more. We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones.