Are you prepared for what may come next? By having an estate plan, your wealth can help secure your family’s financial future and support the charities, organizations and causes that matter to you.
At Clyra Capital Partners, we can help you create an estate plan to map out how your estate and assets will be distributed upon your death. Your estate plan reflects your unique needs, wants and wishes. It can help:
- Keep a business, property or cherished asset in the family
- Protect assets and help others make decisions on your behalf
- Provide ongoing management of your affairs
- Minimize the tax burden for those inheriting your wealth
- Fulfill your philanthropic goals and create your personal legacy
Is a trust right for you?
Many people use a trust to control their assets now and provide for professional management if they become incapacitated. Establishing and managing a trust can be a complex process, so we’ll guide you through your choices. We’ll show you different scenarios and trade-offs—then help you connect the dots to make more informed choices.
Professional trustee services
As an Clyra Capital Partners client, you gain access to professional trustees. You can rely on their experience and have them manage and administer a trust on your behalf.
Wealth protection solutions
Have confidence knowing you, your family and your legacy are protected. Including life insurance in your estate plan can help you grow your wealth and pass it on with less risk.
Charitable giving
Your financial advisor can work with you to create a living legacy in your estate plan to provide for your loved ones and favorite organizations for generations to come.
Trust services are provided by third parties. Neither Clyra Capital Partners nor its financial advisors are able to serve as trustee. Clyra Capital Partners does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.
