You’ve worked hard to earn your wealth and assets and deserve the opportunity to determine who receives them after you pass. The Hobart Wealth team takes pride in working with clients to create a legacy estate plan that ensures an efficient transfer of wealth to the next generation. Our Certified Financial Planners work with trusted attorneys to develop a strategy that:
- Verifies your wealth and assets are bequeathed based on your wishes
- Eliminates the chances of costly probate
- Protects your wealth from estate and capital gains taxes
- Establishes guideline for beneficiaries
With over 18 years of experience, our team knows the importance of protecting a family’s long-term security. We empower our clients to make the best financial decisions for the present and future.