Estate Planning

What Matters to You

You have worked hard to accumulate your wealth; chances are you care about how it is transferred during life or upon your death. We work with experienced attorneys to help you implement your plan in a cost-effective and tax-efficient manner. We explore what is important to you and your family and then offer solutions.

Whether your goals include estate preservation, tax reduction, business continuation or caring for grandchildren, we can outline which techniques make sense. We believe our candid approach to wealth transfer provides our clients with a greater sense of comfort with how their estate with be handled.

Wealth Transfer Strategies:

  • Gifting
  • Living Trusts
  • Family Limited Partnerships
  • Irrevocable Trusts
  • Special Needs Trusts
  • Charitable Trusts
  • Personal Residence Trusts
  • Advance Medical Directive
  • Durable Power of Attorney
  • Permanent Life Insurance


Everyone Already Has An Estate Plan

This may be a surprise but no one needs to create their own documents to have an estate plan. Your state of residence already has one set up for you! That is why we discuss these sensitive issues with our clients. Many people believe that after working so hard for their money they should determine how assets should be distributed at death. Having a customized plan in place may also reduce probate costs, estate taxes and family friction. Once you determine your goals, we work closely with local attorneys and national law firms who can draft your documents.

Potomac Wealth Advisors, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.