We'll 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.
A Coordinated Approach
We will work with you and your attorney to update your will and establish any needed trusts to reduce tax liability or protect your assets in accordance with the results of your financial plan. 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.
Trust Advisory Services
We can be a resource to advise on financial transactions and ensure that your family and charities benefit from your legacy.
Basepoint Wealth is not in the business of providing legal analysis or advice. Please consult an attorney regarding all legal matters.