ESTATE PLANNING& DOCUMENTATION
At Tushaus Wealth Management, we offer in-depth estate planning services to help you protect your legacy. Our team works closely with your legal and tax advisors to create a strategic estate plan as we focus on long-term security and peace of mind.
A THOUGHTFUL, COORDINATED APPROACH
Our team works closely with you to design a plan that reflects your values and family dynamics. Our estate planning services include, but are not limited to:
- Wills and Trusts
- Powers of Attorney
- Beneficiary Coordination
- Tax-Efficient Wealth Transfer Strategies
Each element is tailored to reduce complexity and deliver long-term security for your loved ones.
PLANNING FOR WHAT MATTERS MOST
Whether you're focused on minimizing estate taxes, planning for heirs, or ensuring seamless asset distribution, we provide the guidance you need to make confident, well-informed decisions.
HERE FOR THE LONG HAUL
Estate planning is not a one-time task; it's a lifelong process. Although It may seem like something you won't feel the impact of in your lifetime, we work to develop strategies to recognize the impact now and in the future. As your circumstances evolve, we're here to help you review, revise, and reinforce your plan so it always reflects your current goals and family needs.
OTHER FINANCIAL SERVICES
At Tushaus Wealth Management, we offer various financial services to help you, your family, or your business protect your wealth. We are here to help you make informed financial decisions with confidence.
WEALTH MANAGEMENT
We are committed to transparency, long-term relationships, and tailored guidance. From investment management and asset allocation to retirement planning and risk management, our approach is personalized to help you grow, preserve, and transfer your wealth with confidence.
TAX PLANNING FOR RETIREMENT
We design tax planning strategies that help you minimize your lifetime tax liabilities by taking control of your tax brackets now and throughout retirement. From tax efficient income distribution strategies to an annual and systematic Roth Conversion strategy or avoiding those “gotcha” taxes, our team will ensure the tax piece fits into your overall retirement puzzle
ESTATE PLANNING
Our team works to create a strategic estate plan, peace of mind and ensure the documents are created to execute that plan.