We’re one of the first calls that our clients’ families make when a loved one passes. And it’s not just to tell us “the news.” It’s because they know we’re going to be there for them to bring them peace, clarity, and action.
Our client relationships are deep and wide, which means we cover a wide range of life topics, including estate planning and charitable giving.
In collaboration with your estate attorney, we will ensure that your accounts and beneficiaries align with your will and final wishes. When the time comes, we will help things run smoothly when your loved ones need peace.
During the planning process, we will talk about your final wishes. Get ready for some challenging discussions.
We will ask you: How much money do your kids actually need from your estate?
We will probe matters of the heart. Where do you volunteer? What causes tug at your emotions? What organizations might gain the most value from an estate gift from you? Do you want to make a gift now when you can witness the impact? Or, is it prudent to delay the gift so funds are available for your own support and care?
Part of having a solid financial plan is feeling confident about where your money will go after you are gone.
If you choose Pascarella Wealth Partners® as your financial resource, get ready for discussions that transcend account numbers and market predictions. We’ll get down to what makes you “tick,” and your financial plan will reflect that.
Estate planning and charitable giving strategies vary by individual and should be reviewed with a qualified tax or legal professional. Estate planning and charitable giving strategies vary by individual and should be reviewed with a qualified tax or legal professional.
The start of something good
We know our clients by name.
We listen to your concerns.
We learn what makes you happy.
We build a strong relationship that brings you value.
We start by developing an accurate picture of your financial life, learning your goals and ambitions.
We use our decades of wealth management experience to provide objective opinions designed to help you pursue long-term investment results.
We review your tax situation and provide strategies, which can minimize liabilities and maximize opportunities.
We develop strategies to help circumvent the effects of events that quickly evaporate wealth, from an unexpected death to debilitating illness.
As you accumulate and determine how to distribute your wealth, we help you decide what to spend and what to share.