Preserving and Passing On Your Legacy
Estate planning is about ensuring your wealth is distributed according to your wishes while minimizing taxes and legal complexities. At Compass Wealth, we help you create a structured plan that protects your legacy and provides for your loved ones.
Loved Ones
Life insurance is a vital part of ensuring your family’s future is secure. By integrating life insurance into your estate planning, you can provide financial stability and peace of mind. Ensure your loved ones are taken care of when it matters most.
Charitable Giving Strategies
Incorporating philanthropy into your estate plan can create a lasting impact while offering tax advantages. We guide you through different options to align your giving with your values.
Business Succession Planning
For business owners, succession planning ensures a smooth transition and protects the value of your enterprise for future generations. We work with you to develop a strategy that minimizes disruption and tax burdens.