Estate Planning

Preserve Your Legacy with Confidence

A comprehensive estate plan ensures that your wishes are honored and your legacy is protected. At Haynie Wealth Management, we work with you to create a personalized plan that safeguards your assets, supports your loved ones, and reflects your values. Through close coordination with legal and tax professionals, we ensure your estate plan is clear, effective, and aligned with your overall financial goals.

Are You Asking Yourself...

  • Do I need a Will and a Trust?
  • How can I ensure that my assets are distributed according to my Wishes after I pass away?
  • Are there Tax Implications I should be aware of when creating my estate plan?
  • I'm not "Rich Enough" to need an estate plan... Right?
  • How can I communicate my Medical Preferences?
  • How often should I Review and Update my estate plan?
  • What strategies can I use to minimize estate Taxes and maximize the Inheritance for my beneficiaries?
  • Should I establish a trust, and if so, what Type of Trust?
  • How can I provide for the financial well-being of my Dependents?
  • Are there Charitable Giving strategies I can incorporate into my estate plan?

What Our Estate Planning Services Include

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Wills and Trusts

Guidance on establishing key documents that outline your wishes.

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Charitable Giving Plans

Create meaningful charitable contributions while maintaining tax advantages.

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Wealth Transfer Strategies

Minimize taxes and maximize the assets you pass to the next generation.

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Healthcare Directives and Power of Attorney

Ensure someone you trust can make important decisions on your behalf if needed.

Protect What Matters Most

Let us help you build an estate plan that honors your legacy and provides peace of mind.