Estate Planning

Ogden Wealth along with our Wealth Enhancement Group is here to help you with your legacy.  We help you to understand how your assets will be distributed under your current estate plan and existing tax law and support you with the emotional aspects of creating or revising your Estate Plans.

We collaborate with you, your attorney’s & tax professionals to be sure that your estate planning documents accurately reflect the tax, estate and gifting strategies you desire so you can pay less taxes and ensure a seamless transition of your assets to your loved ones, business associates, or charities.

Ogden Wealth also works closely with clients who are faced with the need to settle an estate. Our role is to support them in making wise financial and life decisions during the extremely difficult time following the death of a loved one.