Estate Planning

You have put too much into your legacy to let it go through probate.

Without a revocable living trust and pour-over will, your assets could wind up under the control of court-appointed supervisors rather than the people you intended. Our holistic approach always matters, but maybe nowhere more than here.

WHAT

A comfortable future hinges on thoroughness now.

It is both possible and legal to shield a significant portion of your assets for the benefit of your family or the causes you value. It takes expertise and a holistic approach many financial advisors overlook.

  • A multi-disciplinary approach helps us discover and review all your assets across investments, businesses, intellectual property, real estate, and collectibles to ensure nothing is left behind.
  • Empirical balances your current needs with future goals to ensure a consistent lifestyle now, and for future generations.
  • The firm proactively manages changes in the market, real estate, and tax law to ensure maximum long-term benefit.
  • Together, we will periodically revisit your plan to ensure it stays current with your assets, needs, and goals.
HOW

Our multi-disciplined approach gives you more options.

Empirical helps clients create legacy plans that allow them to share their wealth during their lifetime while preserving it for the future. The process is both strategic and personal, balancing meaningful giving with long-term protection.

Our approach

Creating an estate plan does not mean beneficiaries have to wait. In fact, gifting strategies are a powerful way to minimize taxes for everyone involved.

By placing a portion of your assets in tax-free investments, you can create growth and reduce future tax bills at the same time.

Maximize the growth of certain assets by excluding them from being passed to the next generation. Since time is the greatest investment tool there is, this move can dramatically increase the value of your trust.

When it comes time to execute a will, living will, pour-over will or trust, we work with our legal partners to ensure you get the seamless experience you deserve.1*

1* Empirical Wealth Management is not a law firm and does not provide legal advice to clients. Legal services are provided by Secure Legacy Law Group, P.C., and other outside attorneys with whom we partner closely.

Our in-house estate planning professionals, in collaboration with specialized legal counsel, hold credentials such as JD, LL.M., and Certified Specialist in Estate Planning, Trust and Probate Law. Together, they guide clients through every step of the process with clarity and precision.

WHY

The better the plan, the better the outcome.

A well-executed estate plan creates peace of mind. There is no better reason to want one.

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Maintain control of your wealth, pursue the goals you have defined, and build a lasting legacy.

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Ensure a smooth transfer of assets to future generations and the causes you support, while preserving family harmony.

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Reduce tax liabilities for your beneficiaries.

Conner Clemens, JD

Estate Planning Advisor

My favorite thing to give clients is clarity. Estate planning often feels like the missing piece—and when it finally clicks into place, clients know their wealth will move forward with purpose and confidence.
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Estate planning for high-net-worth families can make all the difference. Let’s do it together.

If you have read enough and are ready to get to work, we are too. If you still want to learn a little more, check out Our Approach for more details.

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