Estate Planning

Our goal is that our clients’ assets move efficiently to their heirs and charities.

Failing to plan is planning to fail. Many times you hear stories of someone leaving their entire retirement to an ex-spouse, or not listing beneficiaries and having the court decide who gets the money. At Stonepath Wealth Management, our goal is that our clients’ assets are dispersed in the right amounts to the desired beneficiaries, whether they are charities, family members, or friends.

We have an estate planning attorney that works alongside us so that the proper documents are created to ensure that your money is passed from generation to generation efficiently, and that your dying wishes are met. We make some aspects of estate planning part of our clients’ experience to ensure some avoidable mistakes are not made.