Should a Trust Be Part of Your Estate Plan?
A trust allows you to be very specific about how, when, and to whom your assets are distributed. Several different types of trusts can be...
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.
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".