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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Samra Wealth Management, A Member of Advisory Services Network, LLC.  All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed.  All economic and performance data is historical and not indicative of future results.  All views/opinions expressed herein are solely those of the author and do not reflect the views/opinions held by Advisory Services Network, LLC. The information and material contained herein is of a general nature and is intended for educational purposes only.  This does not constitute a recommendation or a solicitation or offer of the purchase or sale of securities. Before investing or using any strategy, individuals should consult with their tax, legal, or financial advisor.

© 2018 by SAMRA WEALTH MANAGEMENT, A Member of Advisory Services Network, LLC.

Trust & Estate Planning

At Samra Wealth Management, your financial plan incorporates the non-financial factors of your life: your family, your health and your legacy.  Samra Wealth Management works with your other advisors to develop a plan to efficiently transfer wealth to your heirs and favorite charities, protect your family and business, grow your assets, and minimize taxes.  

Working with Samra Wealth Management, we will provide you and your family the opportunity for peace of mind, ensuring your assets are invested appropriately, provided for your heirs, and your wealth will be transferred seamlessly in a tax-efficient manner.  Collaborating with Trust & Estate Attorneys, Tax Attorneys and CPAs, our estate planning strategies can help you:

  • Reduce or eliminate inheritance taxes, including estate and gift taxes

  • Plan for incapacity, know who will manage your health, and related expenses. 

  • Protect your assets from creditors

  • Determine who will care for family members with special needs

  • Ensure your business continues with a succession plan

  • Select who will care for your children, in the event you pass

  • Save your family from difficult decision making regarding your health and end of life decisions

  • Continue to support your favorite charities 

  • Determine who will care for your pets

With a collaborative approach to estate planning, we work collectively with your estate planning attorney and other advisors to provide the most comprehensive and seamless servic

Family Trusts

Special Needs Trusts