Estate Planning
At Old Forge Wealth Management, we help clients create comprehensive estate plans that protect their legacy and ensure their wishes are carried out efficiently. Our estate planning services focus on wealth transfer, tax efficiency, and family harmony.
Asset Protection & Distribution
- Will and trust creation guidance
- Beneficiary designation review
- Asset titling strategies
- Property transfer planning
- Business succession planning
Tax Strategy
- Gift tax planning
- Estate tax minimization
- Generation-skipping transfer tax planning
- Charitable giving strategies
- Step-up in basis planning
Family Protection
- Guardian designation
- Healthcare directives
- Power of attorney arrangements
- Family trust structures
- Special needs planning
Document Creation & Review
- Estate plan documentation
- Beneficiary forms
- Safe document storing
- Professional document review
Our Process
Initial Assessment
- Current estate evaluation
- Family needs analysis
- Asset inventory
- Goal identification
- Tax exposure review
Strategy Development
- Estate tax minimization plans
- Trust structure recommendations
- Gifting strategies
- Charitable planning
- Business succession planning
Business Succession Planning
- Attorney coordination
- Asset retitling
- Beneficiary updates
- Trust funding
Let's Get Started
Contact us to ensure your estate plan aligns with your wishes and minimizes tax exposure while protecting your legacy.