Secure your Legacy with Fidare

Estate planning is crucial for protecting your assets and ensuring your wishes are fulfilled. With today’s ever-changing laws, establishing the right plan is essential to achieve your goals.
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Basic Estate Planning Services

Our experienced team works closely with you to develop a personalized estate plan that reflects your values and supports your financial goals

  • Healthcare Proxy
  • Wills
  • Trusts
  • Gift Giving
  • Asset Protection
  • Charitable Inclinations
  • Caregiving
  • Power of Attorney
  • Liquidity Needs
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Coordination with Legal Professionals

We collaborate with your attorneys to ensure that all aspects of your estate plan are coordinated and comprehensive. This integrated approach helps to prevent any oversights and ensures that your plan is legally sound and tax-efficient.

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Advanced Estate Planning

Maximize and Protect Your Wealth with Advanced Estate Planning

At Fidare Wealth Solutions, we understand that individuals and families with net worth over $6M face unique challenges when it comes to estate planning. Our advanced estate planning services are designed to address these complexities, offering sophisticated strategies to preserve your wealth, minimize tax liabilities, and ensure a seamless transfer of your assets to future generations.

At Fidare Wealth Solutions, we collaborate with experienced attorneys and accountants to plan, implement, and maintain strategies so that you and your loved ones can have peace of mind.
Wheel divided into 6 sections showing the different Key Topics to consider when drafting a plan

There are numerous strategies available, and finding the right one—or a combination of the right ones—will significantly impact your financial situation.

Key Topics to Consider When Drafting a Plan:

  • Generation Skipping Tax
  • Gift Tax
  • Lifetime Exclusion
  • Income Needs
  • Unlimited Marital Deduction
  • Ancillary Probate/Probate
  • Asset Titling
  • Life Insurance
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When appropriately drafted, your estate plan should minimize estate taxes, avoid probate, execute exactly according to your wishes during life and post mortem. While this may sound easy, underneath, it is quite complex. Since each state has their own legal code, trusts and probate proceedings have different functions depending on where you live.

As your assets grow, there are typically more complexities to address. Estate Planning is all about planning for the future. Therefore, it is about planning for what the assets will potentially be worth in the future versus what the are worth today. Fidare Wealth utilizes proprietary software to calculate cost efficient estate planning strategies based on future economic and individual projections.
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Where you live, the location of your assets (in qualified accounts or non-qualified accounts), properties outside of state of permanent residence, your goals, net worth, and many more factors contribute to how an estate should be structured. Trusts, are an important tool for any estate plan. Depending on which trust is created, some trust tax rates are more compressed compared to individual tax rates. Having the right type of trust, combined with the right amount of distributions, can significantly enhance a financial plan.