Estate Planning

Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help to create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care.

Will your legacy unfold according to your wishes, and in a tax-efficient manner?

After decades of hard work, many of our clients find themselves in the position of considering these all-important questions. We’ve found that many of our clients have led such busy lives that they haven’t taken the time to adequately think about and prepare for their legacy. That’s why we discuss your estate plan and legacy as part of the financial planning process.

We can help with...

We refer our clients to a trusted group of CPAs and estate planning attorneys, and work with those professionals to help ensure that your legacy proceeds according to your wishes, and in an organized and tax-efficient manner.

Estate Attorney

Peter Watson

CEO & Founder

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TMD Wealth Management (“TMD”) is a d/b/a of, and investment advisory services are offered through, Kovitz Investment Group Partners, LLC, (“Kovitz”), an investment adviser registered with the United States Securities and Exchange Commission (SEC).  Registration with the SEC or any state securities authority does not imply a certain level of skill or training.  Please click “Disclosures” on our website for additional important disclosures.  Click the following for more information about Kovitz:  www.kovitz.com. ©2024 TMD Wealth Management. All rights reserved.