Broker Check

Estate Planning & Wealth Transfer

You’ve worked hard your entire life to build your wealth. Work with us on laying the groundwork for your legacy.

Our clients understand the value of true estate preservation. At Buchanan Wealth Management we encourage our clients to be involved in a cause greater than themselves. We work with our clients on conceptualizing and implementing avenues in which our clients can leave their legacy and a lasting impact. Anyone can appreciate the importance of that activity, however, we don’t stop there. We view the implementation phase as the most important step of estate planning. Having a plan that never gets put into place is the same as never having a plan at all. At Buchanan Wealth Management, we’ll work with you to help ensure every avenue is explored and discussed and then work with you to carry out the implementation phase of the plan.

In addition, we can offer our clients trustee services as a resource for their estate planning needs. If your estate plan requires trustee services, we’re there for you every step of the way. We’re able to provide timely and trusted resources to address your planning needs. Work with us as we work to simplify your life. Through The Private Trust Company, we will help ensure that your life legacy and amassed wealth will survive you in a way that aligns with your hopes, dreams and desires. Partnering with The Private Trust Company* will bring confidence in knowing that your desires will be carried out in a way that best reflects you and what is most important to you.

As a client of Buchanan Wealth Management, we’ll work with you to address:

  • Donor Advised Funds
  • Non-Profit & Charitable Planning
  • Inter-generational Wealth Transfer
  • Revocable Trusts
  • Charitable Remainder Trusts
  • Irrevocable Life Insurance Trusts
  • Proactively working to ensure the proper titling of your assets
  • Strategies for avoiding probate and the potential for additional costs and delays
  • Managing federal estate taxes
  • Trust Services through the Private Trust Company

*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.