An Integrated Advisor Network firm

Estate Planning

“As for the future, your task is not to foresee it, but to enable it.”
—Antoine de Saint Exupery

Plan for future generations

Until they find the Fountain of Youth, we’ve all got an end date. We’ll help you plan for the efficient and cost-effective transfer of your estate to the people and charities you care about. Rest confident in our decades of estate planning experience.

And figure out the details now

Estate planning comes with a lot of rules, and unfortunately, a lot of costs and taxes. Fortunately, this is where Ely Prudent Portfolios excels. We can help with the finer points of:

  • Wills and Trusts
  • Beneficiary designations
  • Tax and cost management
  • Charitable donations