Estate and legacy coordination
Beneficiaries, trusts and gifts kept in line with the documents your attorney drafted.
We are not attorneys and do not draft documents. We make sure the documents you have actually work: the right beneficiaries on every account, trusts funded, and your executor knowing where things are.
Once a year we review every beneficiary designation with you and keep a one page summary your family can find.
Who it is for
Families with a will, a trust or a plan to give
Included
A beneficiary review on every account, trust funding checklists, gifting plans, a family meeting if you want one
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
Monday to Friday, 8 am to 5 pm Central
Fairwood