Protect Your Estate

At Stream Wealth, we work with local estate planning attorneys to establish tax-efficient plans for the future of your estate and ensure your assets and loved ones are cared for according to your wishes. Regardless of how many (or few) assets you have, an estate strategy is important to:

• Manage the probate of your estate to minimize costs
• Provide clear instructions for difficult life and death decisions
• Minimize tax liabilities
• Manage assets with a clear structure and beneficiaries
• Designate a power of attorney to execute personal and legal matters on your behalf

Hopefully, the assets accumulated during your lifetime don’t end with you. A partnership between your financial advisor and estate planning attorney can help your legacy live on and ensure a continuation of your family’s assets and values.