Estate planning is an act of caring for your loved ones and beneficiaries.

Without proper planning, the IRS can take a huge bite out of your assets after your death, and the courts can decide everything from the distribution of your estate to who will care for your children.

That’s a scenario that no one wants, and preparing a will and other legal documents is critical in order to avoid it. At Copeland Wealth Management, we partner with the best estate-planning experts in the business to help eliminate uncertainties and minimize taxes. Together, we will work to create the elements of a solid plan, including:

  • A will (and a living will) 

  • Trusts 

  • The designation of beneficiaries 

  • Powers of attorney


Our goal: To maximize the share of your assets that your beneficiaries will receive, to ensure that you control which of your assets goes to whom, and to help provide clarity and peace of mind for those you care about.

Let's get acquainted!

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Call Today