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Estate and Tax Planning

Estate Planning

Do you have a plan for your estate or will you leave it for your heirs to plan? The following are important to consider when making estate plans.

Our Estate Planning Partner

Our firm works with your financial advisor. A low-cost efficient team approach to address all of your estate planning needs.


Revocable Trust
A trust whereby provisions can be altered or canceled dependent on the grantor.

Irrevocable Trust
A trust that can't be modified or terminated without the permission of the beneficiary.



Your detailed financial plan will address both a Last Will and Testament and a Living Will

Last Will and Testament

This is the official document drawn up which names the executors and heirs of your estate.  You should consult with a qualified Estate attorney regarding your specific situation.

Living Will

A living will  takes care of your last wishes from a medical point of view.  This is often a difficult discussion to have with your loved ones, but very necessary.  Your family should know your wishes.

When you and your family sit down with your selected estate attorney, the attorney will explain this Will in detail, and help you create a Will that addresses your plans.

Please contact Doleman Wealth Management, LLC, for more details.

*please see below for important disclosure