Estate & Legacy Planning for Your Family
At Breakwater Capital Group, we know that protecting your wealth and legacy can be equally important to you. We collaborate closely with you and your knowledgeable professionals to ensure every detail of your estate planning is thoroughly addressed. If you need recommendations for experienced attorneys or accountants, we can connect you with experienced professionals we’ve worked with for years who specialize in these areas.
Our key areas of focus include:
- Education savings
- Health Savings Accounts
- Retirement plan savings
- Insurance
- Simple and complex trusts, such as GRATs, SLATs, ILITs, and DAPTs
Our comprehensive approach ensures your estate planning aligns with your overall wealth management strategy, providing you with peace of mind and confidence in your financial future.
Estate planning is more than deciding who gets what. It’s about managing your affairs today, crystallizing your legacy, and preparing your heirs for the wealth they will inherit in the future.
We use intelligent tax strategies, asset protection, and charitable planning to help manage your wealth and protect its value for the people and causes you care about.
Feeling Lost at Sea with Your Finances? Breakwater Capital Can Be Your Guide.
Download our complimentary eBook: Secure Your Financial Future: A Guide for Choosing the Right Financial Advisor
