Your Personal Financial Coach

Estate Planning Resource


Whether you want to leave money to your children or a favorite charity, we can help you with strategies to ensure your assets are transferred in a tax-efficient manner.

Make sure you get everything you want.

Everyone needs the basics of estate planning*—a will, living will, and power of attorney. If you have a special needs child, want to give a lifetime gift, or need an income tax strategy, our experts have the skills to help you create a plan.


Wills help you control how your assets are distributed. Learn how you can provide your family with a financial roadmap in this video.


Trusts can help you create and preserve your legacy. This video shows how they may be of benefit to you and your family.


Trusts can provide financial advantages for you and your family. This video explains how Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies.

*Neither Ameriwealth Financial Group LLC, its staff nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.