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Preserve Your Legacy and Protect Your Loved Ones
Estate Planning
Estate planning isn’t just about passing down assets—it’s about ensuring that your loved ones aren’t left dealing with unnecessary legal complications, financial burdens, or difficult decisions. Without a clear estate plan, your heirs could face confusing probate processes, costly legal fees, and unintended tax consequences.
At BlueSky Wealth Advisors, we guide you through every step of the estate planning process—helping you make the right decisions and even building estate documents at no additional charge, as part of our ongoing wealth management services.
Choosing the Right Estate Plan
Do you need a will or a trust-based estate plan?
Every family’s situation is unique. We help you determine whether a will-based or trust-based plan is the right fit for your estate and long-term goals.
Minimizing Estate Taxes
Strategic planning can significantly reduce or eliminate federal and state transfer taxes, ensuring more of your wealth is passed to your heirs or charities.
Protecting Your Assets
We help structure your estate to shield your assets from potential lawsuits, creditors, and other legal challenges.
Healthcare & Financial Directives
Ensure your wishes are honored by designating trusted individuals to make decisions for you in the event of incapacity.
Home Equity & Real Estate Planning
We help you assess the best use of home equity, whether for reinvestment, wealth transfer, or financial security.
Guardianship for Minor Children
Don’t leave this critical decision to the courts. We help ensure that your children’s future is entrusted to the people you choose.
Our Estate Planning Services Include:
Review
Comprehensive reviews of wills, trusts, powers of attorney, and healthcare directives.
Transfer
Customized wealth transfer strategies to reduce tax burdens.
Coordinate
Coordination with legal professionals to ensure compliance and effectiveness.
Strategize
Charitable giving strategies for a lasting impact.
Estate Insights
Estate Planning: Steps you can take to ease the burden on your family
Estate planning is an essential part of financial well-being, ensuring that your assets are managed…
Maximize Your Wealth with Senior Wealth Advisor Christie Bonacci, CPA, MAC, PFS from BlueSky Wealth Advisors, LLC –...
BlueSky Wealth Advisors is pleased to announce that the American Institute of CPAs (AICPA) has…