At Trubee Wealth Advisors, we recognize the dedication and effort you've invested to build your financial legacy. Your assets represent years of sacrifice and diligent savings. Let us assist you in leaving a lasting impact for generations to come.

How We Do It

Prepare financially for you and your family's future.

Clarify the roles of your trustees, executors, and beneficiaries to align your plan with both your life goals and desired legacy.

Facilitate a smooth wealth transfer by examining current asset ownership.

Provide guidance on charitable donations and gifting strategies to fulfill your legacy wishes.

Estate Planning

This is the process of creating a plan for how one's assets will be managed and distributed after their death. It involves creating legal documents, such as wills and trusts, to ensure that one's wishes are carried out and that their assets are distributed in a way that reflects their intentions. Estate planning also involves considering issues such as taxes, medical care, and guardianship for minor children.


One of the most important components of estate planning is creating a will. A will is a legal document that outlines how one's assets will be distributed after their death. It can also include instructions for how debts and taxes should be handled, and who will be appointed as an executor to manage the estate. Creating a will is particularly important for individuals with significant assets or those with complex family situations.


A trust is a legal entity that can hold and manage assets on behalf of the beneficiary. Trusts can be used to protect assets, reduce taxes, and ensure that assets are distributed according to the creator's wishes. There are several types of trusts, including revocable and irrevocable trusts, and they can be customized to meet individual needs.

Estate planning also involves considering issues such as taxes and medical care. Estate taxes can be a significant burden on heirs, so it is important to consider ways to minimize tax liability through tools such as gifting or charitable donations. Advance directives, such as living wills and healthcare proxies, can also be an important part of estate planning. These documents allow individuals to make decisions about their medical care in the event that they are unable to do so.

Overall, estate planning is an important process for anyone who wants to ensure that their assets are managed and distributed in a way that reflects their intentions. By working with an estate planning attorney in conjunction with their financial advisor, individuals can create a comprehensive plan that meets their unique needs and protects their financial future.


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Disclaimer: Trubee Wealth Advisors is not a legal advisor. Consult with your attorney prior to taking any action.

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