Estate Planning

Keep | Estate Planning


Most people have little idea of what their financial future looks like - and are terrified by not knowing. Heron Wealth can show you the opportunity and the potential within your current wealth picture. In so doing, we convert your fears into joy!


Our Estate Planning Services Include

Estate Planning
Life Insurance Strategies
Long-term Care Analysis

Medicare & Medicaid Planning
Memorable Family Experiences
RMD Calculations for IRA’s
Retirement Income Needs

Retirement Income Distribution
Risk Management & Asset Protection
Social Security Benefit Options

As our client you have 10,000 options. We guide you to the ten choices that matter most and help you pick the best three.
— David Edwards, President & Wealth Advisor

Heron Wealth’s estate planning services may include some or all of the following.

Reviewing the Client’s will; exploration of the potential tax gaps between Client intentions, existing plans, and ever-changing tax landscape, and if applicable, assist Client in setting up trust accounts in the name of beneficiaries; providing recommendations on important issues such as: establishing a guardian for living dependents; naming an executor of the estate to oversee the terms of the will, creating/updating beneficiaries on plans such as life insurance, IRAs and 401K's and/or setting up funeral arrangements; and establishing annual gifting to reduce the taxable estate.

Heron will work with Client’ estate planning attorney and/or other third-party professionals to create a strategic and purposeful distribution of Client’s wealth across generations, as directed by the Client‘s vision. While Heron assists with these functions on the Client’s behalf, Client understands that Heron does not provide legal or tax advice as it relates to estate planning issues, and the preparation of such legal documents as wills, trusts, powers of attorney, guardianship and living wills MUST be prepared by a duly licensed attorney of Client's state of residence. Heron can provide general advice on such documents, but must always defer to Client's legal counsel.