Estate Planning: Preparation Beyond Your Lifetime

When you have a measurable asset base, planning for the future is a process that involves many important steps. They include: creating a will and naming an executor, setting up trusts, and establishing annual gifts that could help avoid estate taxes. You are in control of what happens to your estate after your passing. Consult an attorney, as these videos are opinions and experience talking, not legal counsel.


Additional Videos, Various Topics

Estate Planning

Determine whether a formal plan is right for you.


Distribute your estate based on desires, not the law.


Minimize or even avoid estate taxes, and keep it private.

Wealth Transfer Plans

Leveraging life insurance for tax-free benefits, directed transfer. 

Medical Directives

Protecting your assets and your loved ones.



The information contained here is meant for educational purposes only and should not be construed as advice.  Ardent Wealth Advisory, LLC and MoneyPulse do not offer tax or legal advice.  The information provided is not intended to replace the advice of a qualified attorney, tax advisor, plan provider or other Financial Professional.  

Investments in securities involve risks, including the possible loss of principal. When redeemed, shares may be worth more or less than their original value

Tim's Tips
Videos of practial ideas to connect your finances to your lifestyle, selected by Tim Nitz, founder of MoneyPulse.com