Sophisticated wealth management

Estate Plans A good estate plan puts you first.

When people talk about estate planning issues, in the media or in discussions with financial advisors and insurance representatives, the usual questions come up:

  • How much money will be left at death?
  • Who will receive what?
  • How much tax will be paid?
  • How to avoid probate costs?
  • What legacy does one want to leave?

These are all excellent questions to consider, but they are not enough. They ask “what?” and “how?”, but at Tall Oak Private Wealth, we go a step beyond and ask the most important question: “why?”

The key to a successful estate plan is to fully understand intentions. By getting to know yours, we can use them as a compass to guide every decision while planning – and ensure your plan delivers on your vision.

There are many pitfalls in estate planning, and it’s easy to get caught in the details. That’s why it’s important to have enriched conversations about your “why” and its possible consequences. Even the best estate plans do not always manage to avoid all potential issues.

We create your estate plan based on your intentions and keep it flexible, as circumstances might change.

Find out more about how we can help create your estate plan.
Book a consultation

Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.

Raymond James (USA) Ltd., member FINRA / SIPC.

BrokerCheck logo.