Estate Planning & Philanthropy

Creating an estate plan as part of your comprehensive financial strategy can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. As your estate planning partner, Ruggie Wealth Management may:

• Coordinate with your attorney and CPA to implement your estate plan from beginning to end
• Retitle assets to reduce or eliminate estate taxes or avoid probate
• Conduct routinely scheduled planning reviews
• Review and coordinate your philanthropic/charitable contributions