Charitable and Estate Planning
Charitable and Estate Planning
Planning for Prosperity and Posterity
Optura Advisors Helps You Shape Your Charitable and Estate Goals
Is it Uncle Sam, or your beneficiaries, heirs, and charities with causes that you care about? A charitable and estate plan needs to last years, if not decades, and in many cases, generations. This is a broad area because the needs and goals of one family can be very different from another.
Planning for Prosperity and Posterity
Optura Advisors Helps You Shape Your Charitable and Estate Goals
Is it Uncle Sam, or your beneficiaries, heirs, and charities with causes that you care about? A charitable and estate plan needs to last years, if not decades, and in many cases, generations. This is a broad area because the needs and goals of one family can be very different from another.
Beyond Inheritance
Optura Advisors Offers Comprehensive Solutions for Your Legacy
Generally, charitable and estate planning includes the following areas:
- Trust Services
- Philanthropic Planning and Administration
- Estate Planning
- Business Succession
- Tax Planning
- Estate Protection
- Distribution of Assets and Legacy
Beyond Inheritance
Optura Advisors Offers Comprehensive Solutions for Your Legacy
Generally, charitable and estate planning includes the following areas:
- Trust Services
- Philanthropic Planning and Administration
- Estate Planning
- Business Succession
- Tax Planning
- Estate Protection
- Distribution of Assets and Legacy
Optura Advisors
Crafting Solutions for GenerationalOptura Advisors Wealth Preservation
Optura Advisors provides solutions and services ranging from simple revocable living trusts to more complex and elaborate irrevocable and dynastic trusts. The strategy and design of the structure is important as it can impact the current generation as well as future generations and naturally, there are tradeoffs. Please reach out for more information.
Optura Advisors
Crafting Solutions for Generational Optura Advisors Wealth Preservation
Optura Advisors provides solutions and services ranging from simple revocable living trusts to more complex and elaborate irrevocable and dynastic trusts. The strategy and design of the structure is important as it can impact the current generation as well as future generations and naturally, there are tradeoffs. Please reach out for more information.
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.
© 2024 OPTURA ADVISORS
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.