Legacy
LEGACY
At Palladium Wealth Management, we are committed to helping you with your estate planning, so you can create inspirational traditions to be shared and carried on for generations to come.
We will give you clarity on questions like:
- Does my old, basic will still do the job?
- How many types of trusts are there? Should we set one up?
- Can I use my IRA to make charitable contributions to my church?
- How do I handle a business, IRAs, life insurance, and multiple heirs?
- Will my estate shrink, hold its own, or grow to be a tax problem?