legacy that will last for generations
At Goodwin Investment Advisory we know that you want to create a legacy that will last for generations. Our team wants to empower you with confidence that your estate plan is a reflection of the legacy you want to leave. We know that people, family, and giving to charities close to your heart are of the utmost importance. Knowing how your lifetime of work can benefit the people and organizations you cherish is rewarding.
maximize your wealth
Our team is here for you. We don’t want you to be burdened by administrative details, so we will help guide you in the process to create a tax efficient, retirement and legacy plan that will maximize the wealth distributed to the people and causes you love.
Our financial advisors will help you align your values with your estate plan and your financial plan. We will help you consider how your assets will be distributed under your current estate plan and existing tax law, specifically working with Trusts, Wills, Power of Attorneys, and healthcare directives. We also offer private trust services.
will + trust planning
Wills and trusts are both essential components of estate planning, which include legal instructions on where your wealth should go once you’ve passed on. Our team is here to help you create a legacy plan that fits your needs. We are here to help you consider all the hard, overlooked questions so that you feel confident your estate plan thoroughly reflects the legacy you want to leave.