Services
At Third Act Wealth Management, we understand the importance of comprehensive estate planning and the role trusts can play in preserving your legacy. While we are not licensed attorneys, we collaborate closely with legal professionals and partner with Trust and Will to offer estate planning to our clients. Our role is to provide guidance and coordination, helping you navigate the complexities of estate planning to transfer your wealth effectively.
Disclosure: This information is not intended to be a substitute for legal advice. We suggest that you discuss your specific situation with a legal advisor.
Holistic Financial Integration
Focus on minimizing tax liabilities and maximizing wealth through proactive strategies.
Coordination and Communication
Develop personalized tax strategies leveraging deductions, credits, and tax-advantaged investments.
Trust
Services
Consider both current and future tax implications to support financial goals.