A woman is sitting on the back of a man in a chair.

Estate Planning

Planning for the future goes beyond finances—it’s about securing your legacy and ensuring your loved ones are provided for. At Hurst Financial, our estate management services include estate planning, charitable giving, and wealth transfer strategies. We’re dedicated to helping you create a lasting impact that reflects your values and goals.

Wealth Transfer Strategies for Future Generations

Passing wealth to future generations requires careful, strategic planning. Our wealth transfer strategies are crafted to minimize taxes, avoid probate, and ensure a smooth transfer of assets. Whether through trusts, family partnerships, or gifting strategies, we help protect your wealth and fulfill your intentions for future generations.

Estate Management

We provide a comprehensive suite of services to support your estate management goals, including:

Comprehensive Retirement Services

A black and white drawing of a feather and a bottle of ink.

Wills and Trusts

Establish legal documents that clearly outline your wishes, protect your assets, and facilitate a smooth transfer to your beneficiaries.

A graph with stacks of coins and an arrow pointing up.

Tax-Efficient Wealth Transfers

Minimize estate taxes to preserve more of your wealth for the people and causes you care about most.

A black and white drawing of a swirl on a white background.

Asset Protection Strategies

Safeguard your assets from potential risks with customized strategies that ensure security for future generations.

A hand is holding a heart in its palm.

Charitable Giving Solutions

Make a lasting impact with tax-efficient charitable giving strategies, such as donor-advised funds and charitable trusts.

A group of people standing next to each other on a white background.

Family Legacy Planning

Prepare for the future of your family with wealth transfer strategies that support the long-term success of future generations.

Charitable Planning

For those who want to make a meaningful difference, we offer charitable planning options that maximize the impact of your contributions. Through tax-efficient giving strategies like donor-advised funds and charitable trusts, we help you support the causes that matter to you while potentially reducing your tax burden. Our charitable planning services allow you to leave a legacy that extends beyond financial wealth.

Build Your Legacy with Hurst Financial

Estate management is about creating a future you can be proud of. At Hurst Financial, we’re here to help you craft a plan that honors your life’s work and supports the people and causes that matter most. Contact us today to learn more about our estate management services, and start building a legacy that lasts.