Estate Planning / Wealth Transfer
Aspire Capital Management also offers Family Estate Planning or Wealth Transfer planning reviews as a separate or segmented service. This service provides you with general information on estate planning, including wills, trusts, powers of attorney and health care directives and ensures that you are prepared with a recommended plan that provides for various life contingencies.
Taking inventory of your assets, including your investments, retirement savings, insurance policies, and real estate or business interests, is a good place to start. An estate plan can be something that you establish and grow into. Such a plan ensures that your family is cared for and your wishes are fulfilled after you die.
Many clients want to donate charitably or leave bequests either while living or after they've passed away. At Aspire, we guide you through the maze of options available to you. We've found that clients are often thrilled to discover they can accomplish charitable goals while living.
Professional referrals for estate planning attorneys are always available if necessary.