Estate Planning

Virtus Wealth Management recognizes the importance of detailed estate planning. This helps ensure that our clients’ wishes are honored upon their death. We provide wealth preservation strategies related to both family estate planning as well as private business succession planning.

10 Mistakes You May Be Making In Estate Planning

We also recognize that charitable giving is important to many of our clients as a part of their estate planning. Recent tax law changes have made certain options more attractive for charitable giving both before and after death. We help our clients address their gifting goals by discussing these options.

Note: Neither LPL Financial nor any of its representatives provide tax or legal advice. Please consult your tax or legal advisor for their services as needed.