Estate Planning

Showing you how to work toward preserving what you've built
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Legacy Planning

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Reduce Taxation

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Protecting Assets

Prudent planning for the future is important to help manage taxable situations and lessen the potential impact of generational wealth transfer. By working with your legal and tax counsel, Lange Wealth Management will help establish a plan for your future family legacy or charitable wealth transfer according to your family values and dreams.

Frequently Asked Questions

Do I need to consider a Trust?

It depends on your unique situation, for example; What is your total net worth?  Do you have special needs family members? Are you charitably inclined?

Who gets what when I die and will all my assets be immediately taxed when I pass them on to my spouse or children?

Without proper planning in the form of simple wills, insurance contracts and trust documents most states will distribute your assets according to rules of intestacy.  Assets may be taxed at top rates if proper planning is not utilized.

What happens if I’m hurt and can’t take of business?

Proper planning for personal affairs or business can take on many different instruments such as Powers of Attorney, Asset Titling and Key Person Disability.

Don't Be Shy

If we didn't answer all of your questions, feel free to drop us a line anytime.

Securities and Advisory Services Offered Through LPL Financial, a Registered Investment Adviser. Member FINRA / SIPC
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, District of Columbia, Ohio, and Texas. Lange Wealth Management is not an affiliate company of LPL Financial.