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Share wealth.

“There is greater happiness in giving than there is in receiving.” Many people have discovered the truth in this statement, and our clients are no exception.

After working hard for so many years to create and preserve wealth, you probably don’t want to see the majority of your estate go to Uncle Sam. While there are certain legal and tax obligations that have to be met, you’d understandably like to pass most of your assets on to loved ones and organizations and charities of their choice.

Collier Financial – along with our legal partners – can help you minimize tax burdens to maximize what you can leave to beneficiaries. In addition to monetary gain, our recommendations may also help your survivors avoid lengthy court proceedings that reveal personal information and stress from doing the process on their own. We will be with them every step of the way, at no additional cost.

Trusts & Wills

When it comes to estate planning, one of the first things people think about is how to distribute assets after death. Trusts and wills deal with that, but in different ways.

Trusts protect your privacy and can save your loved ones time and your estate money by avoiding probate. Wills can specify what you want to happen with certain possessions and with matters such as guardianship.

The recommendations from the Attorneys we partner with may help you put down on paper exactly what you want for yourself, your loved ones and your assets so that there are no questions down the road. And Collier Financial will assist in any way that we can to support your wishes.

Give us a call and we will set up an appointment for you with one of our legal partners to discuss how to start planning your legacy.