Estate Planning

What will you leave to the future?

At Opal, estate planning is better called legacy planning. Your tax burden will be minimized and your wealth skillfully preserved as it’s transferred. But when you choose Opal Wealth Advisors, you can expect much more than that. We want you to feel complete peace of mind, knowing that you will be able to leave a lasting imprint on the future by supporting the people and causes that matter to you.

Choose Your Impact

To make sure that happens, we help you focus on what’s important in your life. How do you wish to continue to make your mark? Do you want to set up a private foundation? Help with future generations’ educational needs? Or uphold your values by accomplishing something personally meaningful that others might never even think of doing?

Fulfill Your Vision

Through tax-efficient options and resources, we’ll build your purposeful legacy plan together. We’ll help you navigate family matters to ensure a brighter and more secure future for those you care about most. Your charitable giving choices will be structured to benefit you as well as your beneficiaries. With Opal, you can feel confident about meaningfully passing on what you’ve worked so hard to achieve.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and specific requests and needs of the client. OWA does not serve as an attorney, accountant, or insurance agent. OWA does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of OWA’s representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on OWA’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.