Estate and Legacy Planning
Preserve and transfer wealth to the next generation.
The legacy you've built is a testament to your hard work, and we understand the importance of maintaining it.
Estate and legacy planning requires continuous monitoring and attention. Whether you have a young family and a thriving business, or you’re already retired, we can help you answer these questions:
- What’s the plan for the future of your business?
- What are your wishes for your children and grandchildren after you pass on?
- Will your estate plan resolve or cause family conflicts?
- What is your philanthropic vision?
Whether you need asset titling, a charitable-giving strategy, or an overview of your estate plan, Heyer Wealth Management can help ensure your long-term vision is honored. Call us now at 786-693-9358 or request your consultation online to get started.