Estate Planning Strategies

Managing your estate during your lifetime is very important to you and your family.  Proper legacy planning will help you control the distribution of your wealth after death.  An effective estate planning strategy can spell out your healthcare wishes and ensure that they're carried out.  And, effective estate planning can help you manage your financial affairs if you are not able to do so yourself.

We work with our clients and their tax and legal advisors to help preserve and pass on wealth from one generation to the next.  Estate and legacy planning can be complex and time-consuming. To ensure that your financial success is shared with your family, friends and the charitable organizations you support, it is vital to work with advisors experienced in estate and legacy planning. 

At Barton Spector Wealth Strategies, our advisors are experienced in helping clients articulate your estate planning goals.  Our team of talented advisors and staff will work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs.  If you don't have your own tax or legal advisors, we can provide you with introductions to professional advisors adept at the intricacies of estate and tax planning.

Whichever estate planning method you use, a trust or other method, we can assist you in helping to puruse your long-term estate planning goals and assist you in navigating today's complicated tax and estate laws.

Charitable Giving

Charitable giving can provide various tax benefits for you and family. Barton Spector Wealth Strategies can help you understand the different types and methods of charitable planning so that we can help you pursue your long-term estate planning goals. 

BSWS, LLC dba Barton Spector Wealth Strategies, Stratos Wealth Partners, Ltd. and LPL Financial do not provide tax or legal advice or services.  Please consult your tax or legal advisor regarding your specific situation.