Our Services

Estate and Legacy Planning Coordination

ESTATE AND LEGACY PLANNING COORDINATION

Aligning Your Wealth with Your Legacy

True wealth isn’t just about what you build—it’s about what you leave behind. Riverchase provides estate and legacy coordination to ensure your financial plan aligns with your values and goals for future generations.

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What Makes Our Estate Support Different

While we don’t draft legal documents, we collaborate closely with your attorney to ensure wills, trusts, and beneficiary designations work seamlessly with your financial plan. We also help integrate charitable giving strategies and tax-efficient wealth transfer approaches.

Planning for What Matters Most

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Families: Ensure inheritances are structured for clarity and fairness.

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Retirees: Manage RMDs and charitable distributions.

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Business owners: Prepare for succession and transfer of ownership.

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Sudden wealth clients: Protect and plan for new assets responsibly.

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Start Preparing Your Legacy Today

With Riverchase Wealth Management, your financial plan extends beyond your lifetime, giving your family clarity and confidence.

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