Estate & retirement
planning
Crafting plans that safeguard your legacy and ensure a comfortable retirement.
Services Overview
Estate and Retirement Planning at Holistic Wealth Group (HWG) represent more than just financial strategies; they are the keystones of securing a prosperous future and leaving a lasting legacy. Recognizing the vital significance of this planning, HWG emphasizes the importance of securing financial stability and facilitating the seamless transfer of assets to successive generations.
Our array of services, including will execution, custodial services, estate administration, and trust execution, forms a comprehensive foundation for crafting a strategic and well-orchestrated retirement and estate plan.
Complementing these services, our innovative solutions, such as insurance trust, education trust and cash trust, are tailored to address the distinctive needs of each individual. With the guidance of our subsidiaries and the offerings from our principals, embark on a transformative journey with HWG, ensuring your legacy is as enduring as your prosperity.
Estate Planning Services
Private Trust
Establish a confidential and secure foundation for your assets with our Private Trust service. This tailored solution ensures privacy and effective management, allowing you to pass on your wealth with discretion and control.
Property Trust
Safeguard your real estate investments with our Property Trust service. This specialized trust structure provides strategic planning for the management and distribution of your property assets, ensuring a seamless transition for future generations.
Inter Vivos/Living Trust
Embrace a dynamic approach to wealth management with our Inter vivos, or Living Trust, service. This trust becomes effective during your lifetime, offering flexibility and control over your assets, with the added benefit of avoiding probate.
Cash Trust
Optimize your liquid assets through our Cash Trust service. This trust vehicle allows for strategic management of cash resources, ensuring liquidity while aligning with your overall financial goals.
Saving Trust
Foster disciplined savings and investment strategies with our Saving Trust service. Tailored to your financial objectives, this trust structure encourages long-term wealth accumulation while providing strategic avenues for investment.
Retirement Trust
Secure your retirement journey with our Retirement Trust service. This comprehensive solution is designed to optimize your retirement savings, ensuring a financially stable and fulfilling post-work life.
Education Trust
Invest in the future education of your loved ones with our Education Trust service. Tailored to support academic aspirations, this trust ensures dedicated funds for educational pursuits, empowering the next generation.
Special Needs Trust
Ensure the lifelong well-being of a loved one with our Special Needs Trust service. This compassionate solution provides dedicated resources and financial support for individuals with special needs, fostering a secure and inclusive future.
Charity Trust
Make a lasting impact on the causes you believe in with our Charity Trust service. This philanthropic solution enables you to support charitable endeavors, leaving a positive legacy and contributing to the betterment of society.
Will Writing
Craft a clear and legally sound roadmap for your estate with our Will Writing service. Our expert team assists you in articulating your wishes, ensuring that your assets are distributed according to your intentions, providing peace of mind for you and your loved ones.
Sustainability
Intergration
In the realm of Estate & Retirement Planning, HWG elevates the discourse by adopting ESG factors, reflecting a comprehensive approach that extends beyond conventional financial considerations. The incorporation of ESG criteria in this domain entails aligning investments with enduring values and sustainability objectives. Our focus is not only on securing financial legacies for future generations but also on ensuring that these legacies make positive contributions to environmental and social well-being.
Our ESG Integrations in Estate & Retirement Planning:
Impactful Investment Strategies
Crafting portfolios that conscientiously consider environmental impact, social responsibility, and corporate governance, thereby fostering a more sustainable and ethical future.
Legacy Planning with Purpose
Ensuring that assets passed on through estate planning adhere to ESG principles, promoting responsible stewardship and leaving a lasting positive societal impact.
Case Studies
Our process applies techniques from a variety of disciplines, values distinction in detail and gives careful
