Estate Planning

Your trusted advisors

We’ll help you build and implement a smart estate plan, so your family can be prepared for the unexpected.

Part of the value of estate planning is knowing that you are prepared for anything.  If something happens to you, you will know that your family will be prepared.

But good estate planning can do much more for you:

• It can provide asset protection, to help keep your assets safe from business liabilities or creditors in case of a lawsuit
• It can help you (or your loved ones) save on taxes, now and in the future

But if you only work with your attorney, you may not realize all these benefits.

As your trusted advisors, Oliver Wealth Management works hand in hand with your attorney and accountant to help formulate a smart estate planning strategy personalized to your needs.

Then once the strategy is formulated and you approve it, we help manage implementation.  So your wishes actually get put into place.

Your Peace of Mind

A sound, clearly communicated estate plan can help your loved ones make difficult transitions with confidence and protect their future quality of life.

With our guidance and support, you can be confident that your family will be well prepared for the future.