Estate Planning | Ironwood Wealth Management

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1501 Lower State Road, North Wales, Pennsylvania 19454, United States

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Preserve Your Legacy

At Ironwood Wealth Management, we understand the importance of protecting your assets and ensuring your wishes are honored. Our estate planning services provide for you and your loved ones, safeguarding your legacy for generations to come.

Why do you need An Estate Plan?

Planning for the future is crucial to avoid unnecessary complications for your heirs.

An estate plan ensures your assets are distributed according to your wishes, can help minimize tax liabilities, and potentially protects your family from unnecessary legal challenges.

Our personalized approach to estate planning provides clarity, efficiency, and confidence in securing your legacy.

How We Can Help You Plan

We partner with you to develop a comprehensive estate plan tailored to your unique needs. Our services include:

Our Experience Includes:

Wills and Trusts: Ensure your assets are distributed according to your wishes.
Wealth Transfer Strategies: Minimize tax burdens while passing on your legacy.
Charitable Giving Plans: Support causes that matter to you while maximizing tax benefits.
Asset Protection: Shield your wealth from potential risks and liabilities.
Probate Assistance: Simplify the legal process for your heirs.

Our advisory services are limited to financial and investment planning. We do not provide legal advice. For estate planning needs we recommend consulting with a qualified attorney.

Let us guide you in creating a robust estate plan that reflects your values and priorities.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Advisory services offered through Ironwood Wealth Management, a Member of Advisory Services Network, LLC. Tax advisory services offered through Locke & Welsh, PC. Advisory Services Network, LLC does not provide tax advice. Advisory Services Network, LLC and Locke & Welsh, PC are not affiliated. This site contains links to information contained on third-party websites. Advisory Services Network, LLC

does not provide tax advice. Advisory Services Network, LLC is not responsible and does not control, adopt, or endorse any content contained on third-party websites. No investment strategy is guaranteed to be more effective than another. The effectiveness of any strategy depends on an individual's financial goals, risk tolerance, and market conditions. Investing involves risk, including the loss of principal.