Family

To take care of your family now and after you are gone, you may need a financial advisor and estate planning. Do you know how to begin estate planning? The Towerpoint Wealth family works in tandem with our clients’ estate planning attorneys and supports our clients as their estates grow and change. To help you with estate planning, financial advisors can counsel on legacy planning and coordination.

Our clients leverage the many wealth management and financial peace of mind services we offer with the singular focus of achieving, and then maintaining, their financial independence, and this includes planning for your family’s needs now and in the future.

Estate planning financial advisors at Towerpoint Wealth can assist with include the following services:

  • Estate planning
    → Will, revocable trust, and advanced directive planning and coordination
    → Special needs trusts
    → Payable on death (POD) / transfer on death (TOD) accounts
    → Family limited partnerships
    → Irrevocable trusts
    → Joint ownership and community property analysis
    → Estate administration and settlement management
    → Incapacity planning
  • Direct and regular coordination and interfacing with your estate planning attorney
  • Estate planning with a 401(k)
  • Legacy planning
    → Family gifting strategies and considerations
    → Retirement account and annuity beneficiary planning
    → Multi-generational wealth planning and family meeting coordination
  • Education and college cost planning
    → Higher education cost analysis
    → Section 529 educational investment account analysis
    → Review, utilization, and optimization of alternative education funding and accounts: UTMAs, Education IRAs, etc.
    → Grant, scholarship, and financial aid modeling and analysis
  • TPW Friends, Family, and Colleagues benefit
    → All colleagues, friends, and family members of current Towerpoint Wealth clients have full, immediate, and no-strings-attached access to our financial advisor and estate planning counsel, and expertise, free of charge, independent of whether they are or become a client.


Looking for an estate planning financial advisor? Learn how to begin estate planning today.

Check out these YouTube videos to learn more about estate planning related financial advisor services