Estate Planning

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Photo Credit: Mike Owens

Financial Leadership for Your Family

Sandlapper Wealth Advisory recognizes that family and legacy are deeply personal. Your wealth is not just dollar figures and account numbers, it’s a source of stability and comfort for you, your children, and your children’s children. We help you build your wealth, protect it, and distribute it based on your legacy planning objectives.

Partnering with Estate Professionals

We’ll help align legal documents from your estate attorney with your full financial picture, including investments and insurance. If you don’t have an attorney, we can refer you to one. We’ll help manage the many moving parts of estate planning so nothing gets overlooked. We’ll also help maximize the impact of your charitable donations through the utilization of charitable giving vehicles such as Donor-Advised Funds or Qualified Charitable Distributions from your IRA.