Do you need an estate plan?

If you own property—a home, bank accounts, investments, business interests, retirement plan accounts, or valuable personal belongings; Yes, You need an estate plan. An estate plan allows you to direct exactly how your property will be distributed after your death.

Trust and estate planning is an important part of helping you preserve your wealth. Privet Wealth can help you for your specific estate planning goals like wealth preservation, business succession, charitable planning and wealth transfer.

Our services:

• Trusts
• Wills
• Estate Planning
• Business transfer