What We Do

Estate Planning

Vineyard rows with green leaves and grapevines stretching into the distance, with rolling hills and mountains in the background.

At Foundry Wealth Group, our estate planning process is about protecting your family, preserving your legacy, and creating a clear path for the transfer of wealth across generations. We work with you to ensure your wishes are honored and your wealth is safeguarded for the future.

What can you expect?

Discovery & Objectives: We begin with thoughtful dialogue to understand your family’s priorities, goals, and concerns, ensuring your estate plan reflects your values and intentions.

Collaborative Design: Our advisors, tax professionals, and legal experts work in concert—with your existing counsel where appropriate—to craft a plan that balances personal wishes with financial and tax considerations.

Family Communication: We help facilitate meaningful discussions that provide clarity and foster understanding across generations, reducing uncertainty and preserving family harmony.

Protecting & Preserving Wealth: Tailored strategies are developed to protect your assets, minimize tax burdens, and support the long-term vision for your family.

Ongoing Partnership: Estate planning is not a one-time exercise. We revisit and refine your plan as circumstances evolve, ensuring it continues to protect what matters most.