Estate Planning Solutions
At Launch Point Wealth Management
I understand that planning for the future involves more than just accumulating wealth — it's also about protecting and preserving your assets for future generations. I am here to help you navigate the complexities of estate planning and create a comprehensive plan that reflects your wishes and values. Explore the estate planning services below:
Wealth Transfer
Effective wealth transfer planning is essential for ensuring that your assets are distributed according to your wishes and minimizing tax liabilities for your heirs. I will work with you to develop a customized wealth transfer strategy that addresses your unique goals and objectives, whether you're planning to pass assets to family members, charitable organizations, or other beneficiaries.
Business Continuation Planning
If you own a business, it's important to have a plan in place to ensure its continuity in the event of your retirement, disability, or death. The business continuation planning services are designed to help you preserve the value of your business and provide for a smooth transition of ownership to the next generation or a successor. Whether you're considering a buy-sell agreement, key person insurance, or other strategies, I will help you develop a plan that protects your business and your legacy.
Irrevocable Life Insurance Trust
An irrevocable life insurance trust (ILIT) can be a powerful tool for estate planning, providing liquidity to pay estate taxes and other expenses while ensuring that your loved ones are provided for after your passing. Along with a legal professioinal I will help you establish and manage an ILIT, guiding you through the process of selecting the right insurance policies, funding the trust, and maximizing its benefits for your beneficiaries.
Schedule a Consultation
Ready to take control of your estate planning?
Contact me today to schedule a consultation and learn more about how Launch Point Wealth Management may be able to help you protect you protect and preserve your wealth for future generations.
Launch Point Wealth Management does not offer legal advice. Please contact a legal professional.
Based in the vibrant community of Melbourne, Florida, we are committed to empowering individuals and businesses alike to realize their financial dreams and secure their futures.
