Wealth Management

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Estate Planning

Estate Planning – preserving one's wealth while alive, and conserving and controlling its distribution according to one's goals and objectives after death – is a complex endeavor that requires the professional guidance of an experienced financial advisor. Your values, goals, and relationships are important to you, and as your advisor, we keep those in mind as we develop your plan.

As your financial partner, we will:

  • Review your wills and trusts*
  • Help with beneficiary designations
  • Reduce exposure to estate taxes and probate costs
  • Coordinate with your tax & legal advisors

While working to put your estate plan in place, we will also analyze your current financial picture; including growth objectives, current assets and debts, and tolerance for risk.

To learn more about estate planning, and how it may fit into your overall financial plan, please contact us today! We can help you navigate and simplify the process of accomplishing your long-term estate planning goals.

*Tax and legal services are not offered by LPL Financial or Ixonia Wealth Management.

Investment Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:
Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL

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