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  • Home
  • About us
    • Our Firm
    • Our Process
  • Our Services
    • Growing Wealth
    • Protecting Wealth
    • Tax Planning
    • Banner Residents Exclusive
  • Resources
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Contact us
  • Home
  • About us
    • Our Firm
    • Our Process
  • Our Services
    • Growing Wealth
    • Protecting Wealth
    • Tax Planning
    • Banner Residents Exclusive
  • Resources
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Contact us

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What’s My Potential Estate Tax?

What Is My Current Net Worth?

  • Articles
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  • Test Your Estate Strategy Knowledge
  • Critical Estate Documents
  • A Checklist for When a Spouse or Parent Passes
  • Choosing a Business Structure
  • Succeeding at Business Succession
  • A Living Trust Primer
  • Revising Estate Strategy Assumptions
  • Managing an Inheritance
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  • What’s My Potential Estate Tax?
  • What Is My Current Net Worth?
  • What Is My Life Expectancy?
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  • When Special Care Is Needed: The Special Needs Trust
  • Charitable Giving: Smart from the Heart
  • Estate Management 101
  • Exit Strategies of the Rich and Famous
  • When Do You Need a Will?
  • 4 Elements of an Estate Strategy
  • Safeguard Your Digital Estate
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Westmark Wealth Management

Westmark Wealth Management is a comprehensive financial planning firm specializing in tax-efficient strategies designed for physicians to grow and utilize insurance to protect their wealth. Westmark was founded out of a desire to create a comprehensive financial planning experience to meet the unique needs of physicians from residency to retirement.

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5050 North 40th Street, Suite 140 Phoenix, AZ 85018

info@westmarkwealth.com

602.887.5179

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