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Do I need an estate plan?

You’ve worked hard to build your wealth. Now make sure your plans and wishes for your heirs and charitable giving minimize taxes while maximizing flexibility

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Estate planning is very personal. You may want to donate your life savings prudently to causes that are meaningful to you, or perhaps create an enduring legacy for your family. There is no right or wrong answer, only different ways to efficiently plan for, and execute on, your dreams and wishes.

As part of our comprehensive financial planning, we put together a thorough and cohesive framework to meet your estate planning needs. We build out a plan by discussing the many options that are available to you to achieve your desired outcome. Ultimately, we connect you through our network of legal and tax experts and team up with them to properly document, execute and implement the estate plan best for you.


Leeward Financial Partners does not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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Leeward Financial Partners, LLC is a registered investment adviser with the Securities and Exchange Commission. The Adviser may not transact business in sales where it is not appropriately registered or exempt from registration.

Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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We welcome the opportunity to discuss your investment objectives and our wealth management services. Contact us for a complimentary, no-obligation consultation.
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