ESTATE PLANNING
ESTATE PLANNING
CONSIDER YOUR LEGACY
At Pro Athlete Wealth, we recognize that building a legacy is as crucial as your on-field achievements. Our estate planning begins with aligning your values with the legacy you envision, ensuring that your financial and estate plans work harmoniously to achieve your desired impact.
CARRYING OUT YOUR WISHES
Crafting an estate plan is one thing; ensuring it aligns with your wishes is another. We prioritize making your estate plan effective while avoiding unnecessary complications, safeguarding your assets, and steering clear of probate. As part of our commitment, we offer a complimentary estate document review, keeping your documents current with the latest tax laws and aligned with your desires.
ESTATE TAX PLANNING
Navigating the complex terrain of wealth transfer involves staying ahead of ever-changing estate tax laws. Pro Athlete Wealth specializes in collaborating with multi-generational families, ensuring a seamless transfer to future generations. Our arsenal includes tax-efficient gifting plans, trusts, charitable giving, and various strategies designed to meet your planning goals, simplify administration, and minimize taxes.
CONSIDER YOUR LEGACY
At Pro Athlete Wealth, we recognize that building a legacy is as crucial as your on-field achievements. Our estate planning begins with aligning your values with the legacy you envision, ensuring that your financial and estate plans work harmoniously to achieve your desired impact.
CARRYING OUT YOUR WISHES
Crafting an estate plan is one thing; ensuring it aligns with your wishes is another. We prioritize making your estate plan effective while avoiding unnecessary complications, safeguarding your assets, and steering clear of probate. As part of our commitment, we offer a complimentary estate document review, keeping your documents current with the latest tax laws and aligned with your desires.
ESTATE TAX PLANNING
Navigating the complex terrain of wealth transfer involves staying ahead of ever-changing estate tax laws. Pro Athlete Wealth specializes in collaborating with multi-generational families, ensuring a seamless transfer to future generations. Our arsenal includes tax-efficient gifting plans, trusts, charitable giving, and various strategies designed to meet your planning goals, simplify administration, and minimize taxes.
At Pro Athlete Wealth, your legacy isn't just a concept; it's a meticulously planned journey that reflects your values and aspirations. Let us help you build a legacy that transcends generations.
At Pro Athlete Wealth, your legacy isn't just a concept; it's a meticulously planned journey that reflects your values and aspirations. Let us help you build a legacy that transcends generations.
Pro Athlete Wealth is your personalized financial coach, specializing in crafting tailored game plans for young athletes, pros, and college players. From financial strategies that grow with your career to investment plays that score big, we're here to champion your financial victories beyond the game.
© 2024 Pro Athlete Wealth. Pro Athlete Wealth provides financial literacy for athletes. Investment advisory services provided by Copperwood Financial, Inc., an affiliate of Pro Athlete Wealth. Copperwood Financial, Inc. is a state registered investment advisor registered with the states of Illinois, Kentucky, Arizona, and Texas and is responsible for the day-to-day management of investment portfolios and financial planning services. Insurance services provided by KLG Management Inc., a licensed insurance agency and Pro Athlete Wealth affiliate. Pro Athlete Wealth, Copperwood Financial, Inc., and KLG Management Inc. do not provide tax, legal, or sports agent advice or services.
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