Helping You Protect What Matters Most
For many people, the desire to leave a meaningful legacy is one of life’s most important financial goals. At Old Orchard Wealth Solutions, we help clients explore estate-related strategies that reflect their values, protect loved ones, and provide structure for the future.
Effective estate strategies can help clarify your healthcare and financial wishes, designate decision-makers in the event of incapacity, and provide tools to preserve wealth across generations.
While we do not offer legal or tax advice, we can work alongside your estate attorney and tax advisor to help you develop a strategy that reflects your goals.
What We Can Help You Explore:
- Clarifying your wishes for the distribution of assets, healthcare directives, and financial decision-making
- Preparing for incapacity by identifying powers of attorney or medical directives with your legal team
- Reviewing ownership structures and beneficiary designations on accounts and policies
- Understanding the role of trusts and other estate tools in preserving family wealth
- Coordinating with legal and tax professionals to explore potential ways to reduce gift, inheritance, or estate tax impact
Estate Guidance with a Personal Touch
Your estate strategy should reflect not just your finances—but your life, values, and family dynamics. We take the time to understand what matters most to you, and provide guidance to help you think through complex decisions.
Our goal is to support you with insight and tools that contribute to a smooth and thoughtful transfer of wealth, while minimizing surprises for your loved ones.
Lets Talk About Your Legacy
Contact us to schedule a conversation about your estate goals and how we can help you build a plan that supports them.
