Put simply, estate planning is the preservation of your family wealth and your financial legacy for future generations, including your spouse, children and grandchildren.
Family structures can be complicated – with divorce, remarriage, children from previous relationships.
It is important to understand how your wealth will be passed to your loved ones in a protected manner.
We plan to ensure your wealth goes to the right person at the right time whilst paying the least amount of tax.
Benefits of estate planning:
Your local manufacturing Wealth partner, on-site and on-call
TSP Wealth offers our clients the best of both worlds: locally based financial experts and vCIOs (virtual Chief Investment Officers) who manage your accounts and service needs, supported by a national network of highly trained financial professionals. With TSP Wealth, you’ll have the assurance of US-based, certified financial experts available at any hour.
Your local, dedicated vCIO will conduct strategic assessments, gap analysis, and project management for your financial portfolio. They ensure our clients have the right investment strategies, asset allocations, and wealth protection solutions needed to fulfill your company’s financial objectives, whether it’s for immediate financial needs, long-term wealth building, or legacy planning. With TSP Wealth, your financial success is managed both on the ground and at the strategic level, ensuring comprehensive care and attention to detail.
Manufacturing Wealth services, delivered at scale
How much time do you spend fixing systems when they break? How much productivity do you lose due to slow, or bad connections? Tecnologia can help you resolve the issues that are interfering with your productivity.
Our local service techs can be on-site when needed, handling installations and maintenance. We do the job right the first time, setting your company up with the hardware, software, and networking solutions that seamlessly integrate all your tech.
Our WealthT services for manufacturers
- US-based, 24/7 help desk
- System design and networking
- Software license management
- Hardware procurement and inventory
- Cabling and phone systems
- On-site systems maintenance
- On-site systems maintenance
- NIST and CMMC compliant cybersecurity stack
Cut costs while you improve your productivity
With our managed service packages, we’ll handle all the headaches for you. No more spending hours on the phone, playing vendor roulette while your systems are down. We’ve got you.
Blog
Why Everyone Needs a Will – Lessons from Liam Payne’s Story
What would happen to your estate if you died without a Will? Liam Payne’s story highlights the risks—from probate delays to loved ones being left out. Here’s what you need to know.
Questions you’ve asked most:
Estate planning is about making sure your assets — such as property, savings, and investments — are protected and passed on according to your wishes. Without proper planning, your estate could face unnecessary tax, delays, or disputes. A clear estate plan gives you peace of mind and provides security for your loved ones.
Yes. Without a Will, your estate is divided according to the rules of intestacy, which may not reflect your wishes. A Will lets you decide exactly who should inherit, appoint guardians for children, and reduce the risk of family disagreements.
There are several legal and tax-efficient strategies, such as making use of allowances, setting up trusts, and gifting during your lifetime. We review your full situation and design a plan tailored to your goals, so your loved ones keep as much of your estate as possible.
A trust is a legal arrangement that allows you to set aside assets for the benefit of chosen individuals, while controlling when and how those assets are used. Trusts can protect wealth across generations, provide for children or vulnerable beneficiaries, and help manage inheritance tax. Whether you need one depends on your personal circumstances.
This is where a Lasting Power of Attorney (LPA) is vital. An LPA allows you to appoint someone you trust to make decisions about your health, welfare, or finances if you can’t do so yourself. Without one, your family may face delays and legal hurdles at a difficult time.
