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".

Getting Organized

Your advisor will work with you to identify your legacy planning goals, consolidate your important documents, life insurance policies, retirement plans, and any other information needed to assist your heirs in fulfilling your wishes.

Coordinated Approach

Through close coordination with your attorney, we will help to ensure that no important documents are overlooked. This framework will help establish the financial security of your heirs, protect assets from taxes, and direct donations to the causes that matter most to you.

Integrated Planning

Our advisors will work with you to align your estate plan with your financial and investment plans. This includes ensuring beneficiaries align, establishing wills or trusts, and importantly - regular reviews and updates.

Trust Advisory Services

One of the most important decisions in your estate planning process is the naming of a trustee to carry out the important role of delivering on your plans once you are gone. Your efforts to succeed at your goals and prepare your legacy deserve the efforts of an objective, competent professional.

Philanthropy & Giving

There are many ways to give to charities and causes that are important to you. Basepoint Wealth advisors can explain and evaluate a wide array of charitable giving strategies to help determine which might be best for you and your goals.

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.

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