Estate planning is essential to protecting your assets, minimizing your estate tax exposure, and successfully transferring your estate to your family or charitable organizations. If you do not have an estate plan, this is a very important matter that you should not wait to address. If you already have an estate plan, it is beneficial to have it reviewed regularly to make sure it is working to accomplish your current goals.
Beyond the estate plan itself, we help make sure that your mix of wills, trusts, and insurance policies is appropriate for you. We will work with your existing team or refer new estate planning attorneys and accountants to ensure that we provide a holistic approach in meeting your needs.
EmVision Capital Advisors and Commonwealth Financial Network do not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation. If you do not have one, we can gladly find the best fit for you based on our partners we work with.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through EmVision Capital Advisors, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Registration as an Investment Adviser does not imply any level of skill or training.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
2025 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data from March 2023 to March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3s5r8z87.
Copyright © 2024 EmVision Capital Advisors. All rights reserved.
