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Trusts & Wealth Transfer


When transferring wealth to the next generation, there are many variables to consider. Your financial landscape is unique, often requiring a team of specialists to maximize your estate for your heirs. At Heartwood, we work diligently to take advantage of every opportunity and collaborate with other experts as needed to ensure your wealth plan is properly structured. Guiding you through each step of the process is our focus as we work towards accomplishing your life and legacy goals.