Estate Planning

Your legacy is more than just the value of your investments. Your estate plan should reflect all that you are and all the legacy you wish to leave.

From the people you love, to the causes and organizations you care most about, your Basepoint Wealth advisor will work with you to develop a tax efficient plan for ensuring the effective transition of wealth that you've worked so hard to accumulate.

Have you considered your legacy?

A proper tax efficient savings strategy can save you thousands of dollars over the course of your lifetime. While most people and many advisors focus on saving "as much as possible", our advisors go a step further and help you focus on saving "as efficiently as possible".

Philanthropic and Charitable Strategies

Recent tax code changes have made it more difficult for many to deduct annual charitable contributions, increasing the importance to you - and to the causes you care about - of identifying strategies to maximize the value of your planned giving.

Estate Planning Insights & Updates