What’s the difference between a will and a trust?

A will specifies how your assets will be distributed after your passing, while a trust allows for the transfer of assets during your lifetime or afterward, often avoiding probate and offering more control.

How can I minimize estate taxes?

Strategies such as gifting assets, establishing irrevocable trusts, and utilizing tax-efficient charitable giving can help reduce your estate tax burden.

Can estate solutions include philanthropic goals?

Yes, charitable giving can be integrated into your estate strategy through options like charitable trusts, donor-advised funds, or bequests, ensuring your values are honored.

What happens if I don’t have an estate plan?

Without an estate strategy, your assets may be distributed according to state laws, which might not align with your wishes. Proper preparation ensures your legacy is protected.

Estate Planning

Protect Your Legacy for Generations to Come

Custom strategies to preserve your assets and honor your wishes.

At Petros Family Wealth, we understand that estate solutions go beyond financial planning—they’re about safeguarding the people and values that matter most to you. Our tailored strategies ensure that your assets are distributed as you intend while minimizing taxes and avoiding unnecessary complications. Whether your goals include supporting family, philanthropy, or both, we’re here to help you create a legacy you can be proud of.

Schedule a Fit Meeting

Wills and Trusts

Establish legally sound documents to ensure your assets are distributed according to your wishes while providing clarity and avoiding probate when possible.

Tax-Efficient Transfers

Reduce estate taxes and maximize the value passed on to your beneficiaries through strategic gifting, trusts, and other techniques.

Legacy Planning

Preserve your family’s wealth and values with strategies that support future generations and reflect your goals.

Charitable Giving Strategies

Incorporate philanthropy into your estate with solutions that provide tax benefits while supporting the causes you care about.

Your Estate Planning Questions Answered

What’s the difference between a will and a trust?

A will specifies how your assets will be distributed after your passing, while a trust allows for the transfer of assets during your lifetime or afterward, often avoiding probate and offering more control.
How can I minimize estate taxes?

Strategies such as gifting assets, establishing irrevocable trusts, and utilizing tax-efficient charitable giving can help reduce your estate tax burden.
Can estate solutions include philanthropic goals?

Yes, charitable giving can be integrated into your estate strategy through options like charitable trusts, donor-advised funds, or bequests, ensuring your values are honored.
What happens if I don’t have an estate plan?

Without an estate strategy, your assets may be distributed according to state laws, which might not align with your wishes. Proper preparation ensures your legacy is protected.