Wealth Pinnacle Inc.


Estate Planning



Estate planning is a crucial part of your comprehensive financial plan that protects your assets. Even after you're gone, it can help you offer financial security to the people you love or the organizations you want to support.


Wealth Pinnacle is well versed in estate planning. We have strategic partnerships with estate planning attorneys and CPAs to ensure the plan is effective and efficient. Trust services are provided by national trust and brokerage firms.


Wealth Pinnacle will remain your dedicated Investment Adviser.



Plan for The Future



Designing a legacy consistent with your dreams and values is a very personal, often complex, process. We can help you develop a successful estate plan that is well worth your time. Your wishes may include securing your family's future, and your hopes for a better world through charity.


Understand your circumstances:


Know your current income and your likely future income. Calculate your annual expenses and your current assets and debts. Decide which family members you want to provide for, and determine their needs. We help you see the big picture.



Draft a Will and Consider a Trust



A will lets you state how you want your property distributed, who will administer your estate, and who will care for your minor children. If you have substantial wealth, you should consider a trust. We can help you weigh all the factors and make the right decisions.


A trust is a separate legal entity that holds your assets for the benefit of one or more people (e.g. you, your spouse, or your children). You will need an attorney to create a trust. We can help you choose the right attorney for your specific circumstances.



Review Your Estate Plan Often



Revisit your estate plan on a regular basis. It's important to review your will and other estate planning documents regularly, or when significant life events occur. We will work with you to make sure your estate plans evolve along with your dreams and financial goals. Save more for the ones you love and get professional advice all along the way. We make it easy.



Trust Services





Trust services are provided by national trust and brokerage firms.



Personal Trust Reporting:


Includes trust accounting, back-office support, principal and income trust reporting, and recordkeeping.



Administrative Trustee:


Includes non-investment responsibilities associated with trust management, such as discretionary payments, and preparation and filing of the Trust's income tax returns.



Contact us



Working with Wealth Pinnacle, an estate planning attorney and a tax professional can give you the necessary help and guidance to create a responsible legacy. Let us be your legacy coach and help you give more to the people you care about. ​










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Dayton, OH

937-329-4000

info@wealthpinnacle.com