Estate planning is a critical component of wealth management that ensures your assets are passed down to your heirs according to your wishes. It involves a variety of legal, financial, and tax-related decisions that can affect your family’s future. This article will discuss the essentials of effective estate planning and offer strategies to help preserve your wealth for future generations.
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D&S Wealth Management Group, LLC (DSWMG) is a registered investment advisor located in North Potomac, Maryland. DSWMG and its investment advisor representatives are in compliance with the current filing requirements imposed upon state-registered investment advisors by those states in which DSWMG maintains clients. DSWMG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Additional information, including our services, advisory fees, and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC’s website here.
Investment advisory services are offered through DSWMG. Insurance services are offered through D&S Insurance Solutions, LLC. Accounting and tax services are offered through Deleon & Stang, CPAs and Advisors.
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