Estate Planning

Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. HeimLantz Financial Advisors will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. The goal is to help you leave behind the legacy you desire. 

  • Wealth Transfer and Tax Reduction
  • Charitable Gifting
  • Trust Services