The comprehensive approach of San Francisco Wealth Management covers estate and gift planning. We will help you understand what estate planning documents you need, how your accounts should be structured, identify if trusts are needed, check your beneficiary designations, and work with an estate planning attorney to make sure everything is prepared correctly.

After your plan is in place, we will check your estate and gift planning every other year to keep things up to date and in line with your wealth management plan.

Many of our Wealth Management clients have been very fortunate and wish to express gratitude through giving. We will help you optimize your giving to produce the best tax outcome. A comprehensive approach means that each part of your financial plan is connected to the other. The result is the ability to give more.

We check with all our On Your Way to Wealth clients to verify they have estate planning documents in place. You also get to identify your top questions and concerns before we meet so that any estate or gift planning questions can be answered.