Legacy Planning

Protect your legacy

Legacy Planning is the process of designating who will receive your assets, handle responsibilities in the unfortunate case of death or incapacitation.  Also, it may involve executing the Will/Trust, Asset titling and beneficiary designations, and helping create strategies to gift assets while alive or after death. 

At Pace Wealth Management, we work with attorneys, CPA's, and other advisors to meet the needs of our clients.

One of our primary objectives is to ensure that beneficiaries receive assets in a way that minimizes estate tax, gift tax, income tax and other taxes.