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Wealth Preservation Solutions

360 Wealth Management

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You are here: Home / Services Overview / Estate Planning and Asset Protection

Estate Planning and Asset Protection

 Wealth Preservation Solutions Planning Process

Our Estate Planning Process

Our Estate Planning process is straightforward. First, we gain an understanding of your objectives, comfort zone and time horizon. We then put together an overall game plan. Once the plan is implemented, we meet with you regularly to make any adjustments or updates needed and to help you keep your plan on track.

  1. 1Confidential Fact Finder

    Get to know you

    • Gather Information
    • Establish Objectives
    • Sign Agreement
  2. 2Candid Snapshot

    Learn more about our complimentary Candid Snapshot

    Determine where you are today

    • Develop a picture of your current situation
    • Make observations
    • Identify issues and problems
  3. 3Wealth Preservation Blueprint

    Design your plan

    • Consider all alternatives
    • Select the strategies
  4. 4Implementation

    Put your plan into place

    • Execute Legal Documents
    • Implement Financial Strategies
  5. 5Completed Plan

    Assemble all documents in one place

    • Prepare Document Binder
    • Create Implementation Summary
  6. 6Annual Review

    Keep your plan on track

    • Conduct periodic reviews
    • Incorporate changes in tax law
    • Identify changes in your situation
    • Update strategies
Can Your Family Wealth Management Plan Pass the 360° Stress Test? Take the 360° Stress Test and receive a free copy of our latest book, "Can Your Family Wealth Management Plan Pass the 360° Stress Test?" by Kevin Ellman and Paul D Miller.

Is your 401(k) Plan leaving you exposed?

Get your complimentary copy of our new book
The 7 Biggest 401(K) Plan Mistakes Business Owners Make and How to Avoid Them Kevin Ellman The Seven 401(k) Plan Mistakes Business Owners Make & How to Avoid Them
Get Kevin Ellman’s new book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, and learn how to preserve and grow your wealth! Seven Biggest Money Mistakes People Make and How to Avoid Them: Preserve and Grow Your Wealth by Kevin Ellman CFP

The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

Services Overview

  • Services Overview
  • Estate Planning and Asset Protection
  • Investment Planning
  • Exit Planning
  • Business Succession Planning
  • Insurance Planning
  • Benefit Planning

About Wealth Preservation Solutions

  • Services Overview
  • The 360° Stress Test
  • Our Recent Book
  • Insights by Kevin Ellman
  • Articles & Videos
  • About Us
    • About Wealth Preservation Solutions
    • Kestra Investment Management 
  • Contact Us

Disclosure

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.

Investor Disclosures: www.kestrafinancial.com/disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

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