Tax-savvy estate planning to pass on your wealth with intention
The decisions you make now can make a world of difference later — especially for the people who matter most.
A gift for your family
A well-crafted estate plan is one of the most valuable gifts you can give your loved ones. A clear plan helps protect your family from stress, difficult decisions, and unnecessary taxes and legal costs.
Peace of mind for the future
We help you think through the financial and personal sides of legacy planning. Whether you want to minimize taxes, support your family, give to causes you care about, or simply make things easier for the people you love, we’ll help you create a strategy that works — and keeps working — as life changes.
Just some of the estate planning questions we help you answer:
What should my estate plan include — and what am I missing?
Will my estate be subject to taxes — and can I reduce them?
Do I need a trust, or is a will enough?
How often should I update my estate plan?
Can I include charitable giving in my estate plan?
How can I make things easier for my family if something happens to me?
Create a legacy that supports the people you love
Estate planning is about more than transferring assets — it’s about protecting your family from stress, uncertainty, and unnecessary costs.
Here’s how we can help:
- Collaborating with your attorney
We work closely with you and your attorney to design an estate plan that reflects your financial goals, values, and long-term vision for the future.
- Proactive monitoring
Life changes, and so should your estate plan. We help you stay ahead by identifying major life events or legal updates that may require adjustments.
- Streamlining asset transfers
We help transfer assets into living trusts or other structures, ensuring your plan is implemented accurately and without unnecessary hassle.
- Tax-efficient strategies
We help you minimize estate taxes while preserving as much wealth as possible for your heirs, maximizing the legacy you leave behind.
- Supporting generational wealth transfer
We help you prepare your family — not just with assets, but with alignment. From thoughtful planning to family conversations, we support a smooth and intentional transfer of wealth.
- Simplifying complex situations
From blended families to multi-state assets and special needs trusts, we simplify the complexities so you can feel confident in your plan.
- Connecting you with trusted experts
If you need help creating or updating your estate plan, we’ll introduce you to qualified attorneys who can provide expert legal guidance.
CLIENT STORY:
How One Family Turned Inheritance Into a Lasting Legacy
After inheriting a complex eight-figure estate, Blake faced the challenge of managing trusts, coordinating distributions, and minimizing family friction. Learn how TrueNorth Wealth helped guide a smooth transition while supporting long-term planning across multiple generations.
What our clients say about working with us:
These testimonials have been provided by clients of TrueNorth Wealth as of 01/01/2026. They have not been paid or received any other compensation for sharing their opinion and experience with our firm.
Working with Us
Common Estate Planning Questions
Do you create wills or trusts?
No — we’re not attorneys. But we work closely with your estate planning attorney to make sure your financial plan and estate documents work hand-in-hand.
Can you help me figure out what kind of estate plan I need?
Yes. We help you understand your options — whether that’s a will, a trust, or something more complex — and guide you in deciding what fits best based on your goals, family, and finances.
What if I don’t have an estate planning attorney?
We can connect you with a vetted attorney who can help draft or update your plan, while we stay involved to ensure it all integrates with your financial strategy.
How often should I update my estate plan?
We recommend reviewing it any time your life changes — marriage, divorce, births, deaths, or major financial events. We help you stay on top of updates so your plan reflects your current priorities.
Can I include charitable giving in my estate plan?
Yes! We can help you structure gifts in a way that supports the causes you care about while reducing your taxable estate and aligning with your legacy goals.
Are there any commitments involved with the free strategy session?
This session is a chance for us to get to know you, understand your financial goals, and offer initial advice and recommendations — completely obligation-free. Whether or not you choose to move forward is entirely up to you.
Recent Estate Planning Articles
Choosing an Executor or Trustee: A Comprehensive Guide
Selecting the right people or institutions to carry out your estate plan is one of the most consequential decisions you’ll make.
How Often Should You Update Your Estate Plan?
n outdated estate plan can lead to significant challenges for your family, such as prolonged court battles or assets being distributed in ways that no longer reflect your wishes.
6 Common Estate Planning Mistakes (And How to Avoid Them)
To maximize the benefits of your estate plan, it’s crucial to avoid common pitfalls and costly mistakes that could jeopardize both your assets and your family’s future.
We can also help you...
Free Strategy Session
No two situations are the same.
Learn how we can help YOU.
Schedule your free session to:
- Tell us about yourself
- Uncover opportunities you may be missing
- Receive personalized recommendations to help you achieve your financial goals