Personalized Estate Planning Made Simple.
As your financial planner, we make it easy to leave the legacy you want for your loved ones.
Often an uncomfortable topic, but it doesn’t have to be intimidating
We get it. Estate planning can feel intimidating and too easy to put off. As Financial Planners, that is why we’ve developed a painless estate planning process that will give you the peace of mind you deserve today while leaving things in order for your family down the road.
Confidently communicate and organize your wealth to the people you care about the most.
We make sure you confidently transfer your wealth and assets to the right people in the right way. You don’t want the handoff to be messy for your loved ones.
Identify your needs
Help you plan
How can Becker Hillier Wealth Management Help?
Our Estate Planning process is designed to give you a clear understanding of how your assets will pass to the people and causes you care about when you die.
- Articulate how you want your wealth directed.
- Understand your tax costs.
- Build a plan to provide for your loved ones, pay less tax and leave a legacy.
- Put the strategies in place to fund your plan.
Action today will prevent hurt feelings and confusion in the future.