Estate Planning

Estate Planning

Ward Henderson Management’s extensive network of professionals includes independent tax planning specialists whose sole purview is to scrutinize the details of our client's tax liabilities with the goal of reducing those that could potentially have a significant bearing on our clients' assets and investments.

Directing your Legacy and Philanthropy

We are able to offer invaluable assistance that helps individuals and families plan their legacy by managing wealth transfer and charitable cause objectives.

Wealth Management Can:

  • Devise a strategy to transfer wealth to future generations in a way that fosters responsible stewardship of family wealth
  • Plan trusts to implement your instructions
  • Formulate strategies that can reduce estate tax liability and ensure beneficiaries receive maximum benefit from bequeathments
  • Develop a plan for charitable giving to those special worthy causes while providing guidance to ensure faithful execution of your wishes