Estate and Legacy Planning

Estate planning is about more than transferring assets. It is about protecting the people you love, honoring your wishes, and making decisions today that bring confidence to tomorrow. Ford Wealth Management helps bring structure to the details and coordination to the moving parts so your plan stays clear and current.

Crafting a legacy with clarity

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  • Wills and Trusts

    Establish clear directives for how assets are managed and distributed. Planning may include wills, revocable trusts, and guardianship decisions where appropriate.

  • Health and Financial Decisions

    Put the right people in place to act on your behalf if needed. This includes durable power of attorney, health care proxy, and advance directive documents.

  • Legacy and Wealth Transfer

    Coordinate beneficiaries, titling, and planning strategies to keep your intent clear and efficient. Planning can also support charitable giving and succession conversations.