{"id":593,"date":"2018-08-28T16:41:34","date_gmt":"2018-08-28T16:41:34","guid":{"rendered":"https:\/\/www.touchpointwealthpartners.com\/site\/?page_id=593"},"modified":"2023-10-02T12:34:52","modified_gmt":"2023-10-02T12:34:52","slug":"services-estate-planning","status":"publish","type":"page","link":"https:\/\/touchpointwealthpartners.com\/site\/services\/services-estate-planning\/","title":{"rendered":"Services &#8211; Estate Planning"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.16&#8243; bottom_divider_style=&#8221;curve2&#8243; bottom_divider_color=&#8221;#ffffff&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_slider show_arrows=&#8221;off&#8221; show_pagination=&#8221;off&#8221; show_cta_on_mobile=&#8221;off&#8221; show_image_video_mobile=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;INNER HERO V1 &#8211; DESKTOP&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;50px||50px|&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221;][et_pb_slide heading=&#8221;Estate Planning&#8221; use_bg_overlay=&#8221;off&#8221; use_text_overlay=&#8221;off&#8221; admin_title=&#8221;Estate Planning&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;Open Sans|800|||||||&#8221; header_text_align=&#8221;center&#8221; header_font_size=&#8221;65&#8243; background_color=&#8221;#7ebec5&#8243; background_image=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_SERVICES-PersonalPlanning-Estate_1A-1.jpg&#8221; parallax=&#8221;on&#8221; button_on_hover=&#8221;on&#8221; custom_padding=&#8221;400px||200px|&#8221; custom_padding_tablet=&#8221;200px||200px|&#8221; custom_padding_phone=&#8221;100px||100px|&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; child_filter_saturate=&#8221;0%&#8221; header_font_size_tablet=&#8221;65&#8243; header_font_size_phone=&#8221;38&#8243; header_font_size_last_edited=&#8221;on|phone&#8221; header_text_shadow_style=&#8221;preset5&#8243; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; sticky_transition=&#8221;on&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-243\" src=\"https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/spacer.png\" alt=\"\" width=\"1\" height=\"1\" \/><br \/>\n[\/et_pb_slide][\/et_pb_fullwidth_slider][et_pb_fullwidth_code admin_label=&#8221;ANCHOR&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div id=\"WHATWEDO\"><\/div>\n<p>[\/et_pb_fullwidth_code][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; Estate Planning&#8221; _builder_version=&#8221;4.16&#8243; header_text_color=&#8221;#e37358&#8243; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Estate Planning<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; Estate Planning&#8221; _builder_version=&#8221;4.16&#8243; text_line_height=&#8221;1.9em&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"no-margin\"><strong>Enhancing and Preserving Your Wealth and Security\u00a0For This Generation and the Next<\/strong><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#f4f4f4&#8243; custom_padding=&#8221;30px|30px|30px|30px&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p class=\"text-uppercase\"><strong>PRESERVE AND PROTECT YOUR LIFE&#8217;S WORK<\/strong><\/p>\n<p>We believe that estate planning is more than reducing taxes. Proper estate planning preserves and protects the assets you have worked hard to accumulate, and enables your heirs to meet their financial obligations with no detriment to their quality of life.<\/p>\n<p>Our comprehensive estate plans directly address the federal transfer tax system of gift, estate, generation skipping, excise and income taxes. Depending upon your specific needs, our plans include:<\/p>\n<ul>\n<li>Strategies to reduce estate taxes<\/li>\n<li>Charitable giving techniques with income tax savings<\/li>\n<li>Continuation plans for family-owned businesses<\/li>\n<\/ul>\n<p>In the process of developing your plan, we work closely with your estate planning attorney and may employ sophisticated tools and techniques such as family limited partnerships, living and generation skipping trusts, and many other vehicles of testamentary planning. The result is a plan that preserves your assets after death and increases your family&#8217;s protected assets.<br \/>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#f4f4f4&#8243; custom_padding=&#8221;30px|30px|30px|30px&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.21.0&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p class=\"text-uppercase\"><strong>TRANSFORMING YOUR LIFE\u2019S WORK FROM SUCCESS TO SIGNIFICANCE<\/strong><\/p>\n<p>Good financial management is a lot of work\u2014work that sets a good example. For children and grandchildren, there\u2019s no substitute for having witnessed the care, thoughtfulness, attention to detail, and discipline that good planning demands.<\/p>\n<p>Too often, families have witnessed the final breath of a loved one setting into motion costly, avoidable financial consequences. The tragic result is a message that represents a contradiction to a responsible life of hard work.<\/p>\n<p>TouchPoint\u00ae Wealth Partners\u00a0helps clients transform their life\u2019s work from success to true significance\u2026passing value, responsibility, and work stewardship ethics to those they care about. The result? A meaningful legacy that completes the circle\u2026the purpose for which we were put on this earth.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_testimonial author=&#8221;Brett Beavers &#038; Tom Douglas&#8221; company_name=&#8221;Something Worth Leaving Behind&#8221; quote_icon_color=&#8221;#ffffff&#8221; quote_icon_background_color=&#8221;#e37358&#8243; admin_label=&#8221;QUOTE&#8221; _builder_version=&#8221;4.16&#8243; body_text_color=&#8221;#ffffff&#8221; body_font_size=&#8221;21&#8243; background_color=&#8221;#214963&#8243; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]&#8221;As you move through the days and years of your life, you do not go unnoticed. You leave a trail, an impression, footprints\u2026unquestionable proof that you existed\u2026in the lives of those around you.&#8221;<br \/>\n[\/et_pb_testimonial][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; prev_background_color=&#8221;#ffffff&#8221; _builder_version=&#8221;4.3.2&#8243; background_color=&#8221;rgba(33,73,99,0.56)&#8221; background_image=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_FOOTER_1B.jpg&#8221; top_divider_style=&#8221;wave&#8221; global_module=&#8221;128&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;50px|||&#8221; width_unit=&#8221;off&#8221; custom_width_percent=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_button button_url=&#8221;https:\/\/touchpointwealthpartners.com\/site\/contact\/contact-how-to-reach-us\/&#8221; button_text=&#8221;Connect with Us&#8221; button_alignment=&#8221;center&#8221; admin_label=&#8221;Button &#8211; Connect with Us&#8221; _builder_version=&#8221;4.16&#8243; custom_margin=&#8221;30px|||&#8221; button_bg_color_hover=&#8221;#e0e0e0&#8243; global_colors_info=&#8221;{}&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_text_size__hover=&#8221;null&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover=&#8221;null&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover=&#8221;null&#8221; button_text_color__hover_enabled=&#8221;off&#8221; button_text_color__hover=&#8221;null&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover=&#8221;null&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover=&#8221;null&#8221; button_border_width__hover_enabled=&#8221;off&#8221; button_border_width__hover=&#8221;null&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover=&#8221;null&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover=&#8221;null&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_border_color__hover=&#8221;null&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover=&#8221;null&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover=&#8221;null&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_border_radius__hover=&#8221;null&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover=&#8221;null&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover=&#8221;null&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover=&#8221;null&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover=&#8221;null&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover=&#8221;null&#8221; button_bg_color__hover_enabled=&#8221;on&#8221; button_bg_color__hover=&#8221;#e0e0e0&#8243; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover=&#8221;null&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover=&#8221;null&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.16&#8243; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>4605 East Galbraith Road, Suite 200<br \/>Cincinnati, OH 45236<br \/>513.898.9100<br \/>info@touchpointwealthpartners.com<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Logos_TPWP_White_wTag.png&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;LOGO &#8211; WHITE&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER DISCLOSURE&#8221; _builder_version=&#8221;4.21.0&#8243; text_font=&#8221;|300||on|||||&#8221; text_font_size=&#8221;11px&#8221; text_line_height=&#8221;1.6em&#8221; link_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member <a href=\"https:\/\/brokercheck.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a>, <a href=\"https:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a> 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc<\/p>\n<p>Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u2122, and CFP\u00ae (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements.<br \/>\n<b><\/b><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Estate Planning Enhancing and Preserving Your Wealth and Security\u00a0For This Generation and the Next PRESERVE AND PROTECT YOUR LIFE&#8217;S WORK We believe that estate planning is more than reducing taxes. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":172,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<p>This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p><blockquote><p>Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote><p>...or something like this:<\/p><blockquote><p>The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote><p>As a new WordPress user, you should go to <a href=\"https:\/\/touchpointwealthpartners.com\/site\/wp-admin\/\">your dashboard<\/a> to delete this page and create new pages for your content. Have fun!<\/p>","_et_gb_content_width":"","footnotes":""},"class_list":["post-593","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/593","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/comments?post=593"}],"version-history":[{"count":13,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/593\/revisions"}],"predecessor-version":[{"id":2746,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/593\/revisions\/2746"}],"up":[{"embeddable":true,"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/pages\/172"}],"wp:attachment":[{"href":"https:\/\/touchpointwealthpartners.com\/site\/wp-json\/wp\/v2\/media?parent=593"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}