Charitable and Estate Planning

Planning for Prosperity and Posterity
Optura Advisors Helps You Shape Your Charitable and Estate Goals

Is it Uncle Sam, or your beneficiaries, heirs, and charities with causes that you care about? A charitable and estate plan needs to last years, if not decades, and in many cases, generations. This is a broad area because the needs and goals of one family can be very different from another.

Optura Advisors
Crafting Solutions for Generational Optura Advisors Wealth Preservation

Optura Advisors provides solutions and services ranging from simple revocable living trusts to more complex and elaborate irrevocable and dynastic trusts. The strategy and design of the structure is important as it can impact the current generation as well as future generations and naturally, there are tradeoffs. Please reach out for more information.