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Estate Planning

A common misconception is that only wealthy individuals and families need to worry about estate planning or living wills and trusts. However, everyone has an estate of some kind and having a plan in place helps ensure one's wishes are recognized, while also minimizing taxes. Trusts, when set up with the guidance of a qualified attorney, can play an important role in providing order and control to one's financial affairs, assisting with tax planning, simplifying an estate settlement, and providing guidance for one's families and other heirs. 

At Sunstone Wealth Strategies, we assist individuals and families with identifying the solutions needed to ensure that their wealth is passed along to family or others, without being negatively impacted by estate or inheritance taxes. This service enables clients to plan their personal estate or inheritance taxes. This service enables clients to plan their personal estate to help ensure maximum distribution and conservation to future generations.