At Carazo Wealth Management, we understand that living comfortably in retirement isn’t just about having enough money to support your current lifestyle. It’s also about providing for your loved ones. That is why we incorporate estate planning into each client’s overall financial plan. Once we have an understanding of your current financial situation and legacy goals, we will work with a qualified estate tax attorney, to develop estate planning strategies. By do so, you can pass as much wealth as possible to your heirs or charitable organizations of your choice.

As part of your advisory team, we work alongside a qualified estate planning attorney to draft the necessary documents. We then make sure your estate plan is integrated seamlessly into your overall financial plan, so you can rest easy knowing your loved ones will be provided for after your death. Examples of estate planning documents include:

  • Last Will and Testament
  • Living Will
  • Advance Medical Directive
  • Medical Power of Attorney
  • Financial Power of Attorney
  • Irrevocable Life Insurance Trust
  • Revocable Living Trust