OUR SERVICES
helping you craft an
intentional legacy
OUR SERVICES
helping you craft an
intentional legacy
ESTATE, TRUST AND LEGACY PLANNING
Laying the foundation for generational wealth
Any estate, trust and legacy planning should be rooted in your wishes for how your wealth should be managed beyond your lifetime. We listen to you and your priorities and coordinate a team of professionals to ensure those priorities are reflected in your estate plan. Through our exclusive relationship with Hall & Diana LLC*, you have a team of attorneys ready to help with document preparation and more complex estate planning structures.
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Trusts and Trustee services
A trust can be a powerful tool for passing down your legacy under a structure that ensures your beneficiaries receive their inheritance while also protecting them from creditors, taxes or other claims to the assets within the trust. RWA Wealth Partners’ experienced team can advise you on which trust structures may work for you and your family, and we can help you better understand your options.
We work with you to identify trustees, establish and manage trusts and other vehicles, protect your assets, and ensure that assets are administered according to your wishes.
Trusts are complicated financial vehicles that have specific income and tax reporting requirements. Working with your tax and legal team, we take care of the reporting requirements for all of your trusts.
estate settlement
When it comes to settling an estate, you need trustworthy, reliable and experienced partners to ensure that your wishes are followed to the letter. Our estate settlement team provides a full range of estate settlement services, including:
- Arranging for probate
- Collecting, inventorying, valuing and protecting your assets
- Arranging for the sale of real and personal property
- Managing your assets during estate administration
- Providing accurate record keeping
- Preparing and filing income and estate tax returns
- Paying estate taxes, expenses and debts
- Distributing estate assets to your beneficiaries
family office services
Philanthropy advice and coordination
In tandem with your estate and tax planning team, we work with you to create a charitable giving strategy that is built around your values, as well as your tax situation. We will help you create, implement and coordinate a charitable giving strategy that enables you to minimize your tax burden and give back to the causes that matter to you.
Tax and legal information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with our wholly owned subsidiary, RWA Tax Solutions, LLC. Legal services are available via a separate, written engagement agreement through our exclusive relationship with Hall & Diana LLC.
*Note that depending on which state, outside of Massachusetts, a client resides, Hall & Diana LLC may refer them to an attorney licensed in that particular state.
Always consult a licensed attorney or tax professional regarding your specific legal or tax situation.
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WHO WE SERVE
Attorneys
RWA Wealth Partners traces its roots to a law firm. This gives us a deep understanding of the unique challenges you face, and it means we have the experience required to manage the financial complexities that come with running (or being part of) a successful law firm.
Doctors
You’ve spent years building the skills and knowledge needed to help your patients stay healthy. We are here to help you ensure that your finances stay healthy too. From guidance on building and managing your practice to helping you make the most of your wealth, we’ll help take care of your financial life, so you can focus on caring for your patients.
Small Business Owners
Running a successful small business takes time, energy and care. We have the experience and expertise to tailor solutions to support you throughout the life cycle of your business. This includes planning for growth, managing employee benefits, and preparing for business succession and even life beyond business.Ready to experience the human side of wealth™?
Let’s begin.
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