Your estate plan, in an oversimplified explanation, is a collection of documents that carry out your wishes at death or in the event of incapacitation. Obviously, it is paramount to address your estate plan, and review it regularly, to adequately plan for your loved ones.
At Amplius, we take an active approach in this process. We seek to cover both quantitative, logistics planning, and also the qualitative, family-based values to properly plan for your legacy.
Whether your goal is to reduce estate taxes, simplify the transfer process and remove burdens on your loved ones, establish a charitable legacy, protect your wealth for generations to come, or properly provide for complex, mixed family dynamics, we work with you to build a plan that aligns with your situation.
Document Creation
Through our partnership with Vanilla, we can assist in putting together the initial documents of your estate plan – final wills, living trusts, durable power of attorney, and healthcare directives.
Advanced Planning
If your plan requires more sophisticated structures, including irrevocable trusts, taxable estate planning, trust administration and services, we have the resources to assist.
Taxable Estate Strategies
With proactive planning, we identify strategies to reduce estate tax liabilities to preserve more of your wealth for the next generation.
Plan Illustration & Summary
We work to illustrate your estate plan so that all parties have an easily accessible, digestible summary of the moving parts and key persons named. In doing so, estate planning becomes far more enjoyable and simpler to review and make adjustments to.
ICE™ Tool
Our proprietary ‘In Case of Emergency’ tool, gives your loved ones step-by-step instructions for how to access your estate plan, sensitive documents, and appropriate professionals, to provide peace of mind and ensure simplicity in estate administration.
Trust Services
From revocable living trusts to irrevocable and special-purpose trusts, we guide you in utilizing trusts to safeguard assets, provide for loved ones, and pursue your long-term goals.
Business Succession Planning
For business owners, we create strategies to transfer your business successfully to heirs or key stakeholders, shielding and preserving its future.
Estate planning is not a one-size-fits-all solution. That’s why we take the time to understand your specific circumstances, values, and goals. Our team works collaboratively with trusted estate attorneys, tax advisors, and other professionals to meticulously execute every detail of your plan.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Managing stock options effectively is crucial for enhancing your financial portfolio. Our experts work with you to develop personalized strategies that align with your financial goals. We provide guidance on the best timing for exercising options, assessing market conditions, and understanding various exercise methods, helping you unlock their full potential.
Let our team of fiduciary financial advisors guide you towards protecting, growing, and transferring your wealth. Contact us today to get started.
Bespoke Advice. Amplified Experience.
Fiduciary Wealth Management in Philadelphia.
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