How We Can Help

Asset Protection Planning

Business Succession Planning

Charitable Planning

Life Insurance Trusts

Gifting Strategies

Irrevocable Trusts

Special Needs Trusts

Estate Planning

Safeguard your legacy with estate planning services and tax considerations provided by our professionals.


You worked hard to build your legacy, now is the time to preserve it. At Foundation Wealth and Tax Advisors, we strive to understand your situation to best support your estate planning needs. There are many strategies our clients have employed to preserve their legacy, including trusts, wills, business succession planning, asset protection planning, and more.

Our experienced team doesn’t just consider the distribution of your assets. We integrate tax planning into the process from the start. This ensures that your loved ones can receive the maximum benefit of your wealth. Otherwise, if not appropriately planned for, there are a variety of taxes that can significantly reduce the wealth you’ve so carefully built.


Do I need an estate plan?

Even if you have a modest estate, an estate plan ensures your wishes are followed and minimizes legal complexities and potential taxes after your passing.

What documents are typically included in an estate plan?

Common documents will include a will, durable power of attorney, healthcare power of attorney, and living will.

How can I minimize estate taxes?

Exploring strategies like gifting, trusts, and life insurance can help you reduce your taxable estate.

Still have questions?

Contact one of our financial professionals.

Chat with our team

Talk to one of our licensed professionals today to find out more about how our dedicated team can help you meet your financial goals with confidence.