Estate Planning

Protect your wealth, minimize taxes, and ensure a smooth transfer of assets for future generations.

Start Planning

Your legacy isn’t just about assets—it’s about protecting your values, your loved ones, and your vision for the future. At Fortress Financial Partners, we create custom estate plans that ensure smooth wealth transfer, tax efficiency, and long-term protection. Our approach blends legal expertise, financial planning, and modern technology to safeguard what matters most.

What You Gain

  • Clear, customized plans to minimize taxes and avoid probate delays.
  • A collaborative team that evolves with your life.
  • Peace of mind knowing your family and values are protected.

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Why It Matters

Estate planning protects more than just assets—it safeguards your legacy, ensures a smooth wealth transfer, and minimizes tax burdens. Without a clear plan, your loved ones could face unnecessary legal and financial challenges. A strategic estate plan gives you control over your future while providing security for those who matter most.

50%
%
estate tax reductions can be achieved through strategic trusts and gifting plans.
40%
%
of an estate’s value can be lost to probate fees and taxes without proper planning.
68%
%
of Americans don’t have a will—don’t leave your legacy to chance.

Who it's for

Individuals & Families

Personalized strategies to help individuals and families grow, protect, and manage wealth for future generations.

Business Owners & Entrepreneurs

Tailored financial planning, tax strategies, and investment solutions to support business growth and long-term success.

Retirees & Pre-Retirees

Comprehensive retirement planning to ensure financial security, stable income, and legacy protection.

High-Net-Worth Individuals

Advanced wealth management, estate planning, and investment diversification to preserve and grow assets.

Corporate Executives & Professionals

Tax-efficient financial strategies, risk management, and investment solutions to optimize earnings and wealth accumulation.

Retirees

Individuals entering or in retirement looking to protect assets, optimize income, and plan their legacy.

Blended Families

Couples with kids from previous relationships navigating estate planning, legacy decisions, and fairness.

Widows/Widowers

Recently single individuals needing help with account transfers, benefit decisions, and new financial planning.

Philanthropic Givers

Individuals or couples interested in charitable giving, donor-advised funds, or creating a legacy of impact.

Business Owners

Entrepreneurs seeking help with succession planning, tax efficiency, and integrating personal and business finances.

Our Approach

1

Wills & Trusts Structuring

We help you create a solid estate plan to protect and distribute your assets efficiently.

2

Tax-Efficient Wealth Transfer

We design strategies to minimize estate taxes and maximize your family’s inheritance.

3

Power of Attorney & Healthcare Directives

We ensure your wishes are legally documented in case of incapacitation.

4

Legacy & Charitable Giving Strategies

We help you leave a lasting impact through planned giving and charitable contributions.

What's Included

Clear, detailed, and customized financial solutions to help you stay on track and achieve your goals.

Wealth Transfer & Legacy Planning

Ensure a smooth and tax-efficient transfer of wealth.

  • Development of a strategy to distribute assets according to your wishes.
  • Minimization of estate taxes and probate costs.
  • Coordination with legal professionals for execution.

Trust & Will Coordination

Protect your assets and ensure they go to the right hands.

  • Assistance in establishing wills, trusts, and power of attorney.
  • Coordination with estate attorneys to implement your plan.
  • Regular updates to reflect life changes and new laws.

Estate Tax Reduction Strategies

Preserve more wealth for future generations.

  • Use of gifting, charitable giving, and other tax-efficient methods.
  • Structuring trusts to reduce estate tax liabilities.
  • Strategic wealth distribution to maximize preservation.

Asset Protection & Business Succession Planning

Safeguard personal and business wealth from legal risks.

  • Structuring business succession plans for smooth transitions.
  • Liability protection strategies for high-net-worth individuals.
  • Coordination of buy-sell agreements and key-person insurance.

Our Values

We believe in trust, integrity, and personalized financial guidance. Our mission is to empower clients with the strategies they need to build and protect their wealth.

Why Fortress?

Fortress Financial Partners simplifies wealth management with a modern Family Office approach integrating investments, taxes, insurance, and estate planning all together under one roof.

Fiduciary Integrity

We operate with honesty, transparency, and ethical responsibility in every decision.

Expertise

Our team brings deep industry knowledge and strategic insights to guide your financial future.

Trust

Building lasting relationships through reliability, consistency, and client-focused service.

Client-First

Your goals drive our strategies, ensuring personalized solutions that align with your needs.

Growth

We focus on long-term financial success, helping you build wealth and security for the future.

Related Services

Tax Planning & Preparation

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Insurance Services

Protecting Your Wealth, Health, and Future
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Corporate Retirement Plans

Custom retirement plans to boost employee satisfaction
Learn More

Staff involved in Estate Planning

Chris Gure
Chris Gure
Investment Consultant
Corey Grabar
Corey Grabar
Marketing Director & Corporate Liaison
David Grubbs
David Grubbs
Tax Specialist and Compliance Officer
Holli Kohl
Holli Kohl
Client Service Associate
Jake Harry
Jake Harry
Financial Representative
Ana Carter
Ana Carter
Financial & Operations Principal
Jill Homan
Jill Homan
Financial Advisor

FAQs

We know financial planning can feel overwhelming. Here are answers to the most common questions about investments, retirement, and wealth management.

View all FAQs
What is estate planning, and why is it important?

Estate planning ensures your assets are distributed according to your wishes, minimizes tax liabilities, and provides financial security for your loved ones after you’re gone.

What key documents are included in an estate plan?

A comprehensive estate plan typically includes a will, trust, power of attorney, healthcare directives, and beneficiary designations to protect your legacy.

How can estate planning help reduce taxes?

We implement tax-efficient strategies, such as trusts and gifting, to minimize estate taxes and maximize the wealth passed on to your heirs.

Do I need an estate plan if I’m not wealthy?

Yes! Estate planning isn’t just for the wealthy—it’s about ensuring your assets, healthcare decisions, and family’s financial future are handled according to your wishes.

How often should I update my estate plan?

We recommend reviewing your estate plan regularly or after major life events, such as marriage, having children, acquiring significant assets, or changes in tax laws.

How does estate planning integrate with my overall financial strategy?

Estate planning works alongside tax planning, investment management, and retirement planning to create a seamless financial strategy that protects your wealth and legacy.

Your Financial Success Starts Here

Schedule a free consultation to explore your options. No commitment, just expert guidance.

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