Wealth and Estate Planning
Edify’s Wealth and Estate Planning service empowers high net worth individuals with comprehensive, fiduciary-driven strategies to preserve and transfer wealth. Our holistic approach, supported by our network of lawyers and CPAs, includes:
• Fiduciary Services: Expert trustee and tax-efficient trust management.
• Wealth Protection and Transfer: Multigenerational estate and business succession planning.
• Philanthropy: Tailored charitable trusts and donor-advised fund coordination.
• Asset-Specific Planning: Customized strategies for business, real estate, and retirement assets.
• Estate Settlement: Precise asset valuation, distribution, and tax preparation.
• Family Governance: Wealth education seminars and governance structures.
Edify delivers personalized, tax-optimized plans to secure your legacy across generations.
FAQ
What is wealth and estate planning?
Wealth and estate planning involves creating tailored strategies to manage, protect, and transfer your assets to achieve financial and legacy goals.
How does Edify approach fiduciary services?
Edify acts as a trusted fiduciary, managing trusts and partnerships with transparency, prioritizing your interests, and coordinating with legal and tax experts.
What makes Edify’s planning unique?
Edify integrates lawyer and CPA partnerships for holistic, tax-efficient wealth strategies, including business succession and multigenerational planning.
How does Edify support philanthropy?
We design charitable trusts, private foundations, and donor-advised funds, ensuring your philanthropic goals align with your financial plan.
What is involved in estate settlement?
Edify handles asset valuation, distribution, tax preparation, and real estate services, ensuring seamless and compliant estate administration.
How does Edify educate families?
Through personalized seminars and governance insights, Edify empowers families with the knowledge to manage and sustain wealth across generations.