TENET WEALTH PARTNERS ESTATE PLANNING SERVICES
Estate Planning Services in Champaign, IL
We work with you to determine the strategies and tools needed to give you the peace of mind that your legacy remains intact and that your survivors will be provided for. We collaborate with your estate planning attorney to evaluate and implement the recommendations identified.
Estate Planning Strategies
- Estate Plan Document Review (Last Will and Testament, Powers of Attorney for Health and Property, Living Will, Trust Documents, etc.)
- Beneficiary and Account Ownership Review
- Insurance Needs Analysis and Policy Reviews
Advanced Estate Planning Techniques
- Family Gifting Strategies
- Business Succession Planning
- Charitable Giving Techniques
- Trust Planning
- Estate Tax Planning and Mitigation
We invite you to contact us to learn how we can help you build greater value into your financial situation.