Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

OUR SERVICES

helping you craft an
intentional legacy

How do you ensure your wealth is sustained for generations? How do you prepare children to become good stewards of wealth? How do you pass on the values that helped you build your wealth? Working closely with you and a team of financial, legal and tax professionals, we’ll help you build a purposeful strategy that includes wills, trusts, powers of attorney and advance health care directives to sustain your wealth and values for generations.

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

We offer a full suite of family office services, including wealth management, investment management, financial planning, budgeting, bill pay, insurance planning, family wealth education, wealth transfer strategies and more. With a dedicated focus on your family’s needs, we work to create a comprehensive family office that manages the many complex facets of your financial life in one place.

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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Ready to experience the human side of wealth?

Let’s begin.

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