Estate Planning
Create your financial legacy
Estate planning is a key consideration within your overall financial plan, allowing you to ensure that your assets will be transferred according to you your wishes upon your death. At Abaya Wealth Management, we guide you through assessing each of your assets and establishing beneficiary designations that reflect your wishes.
Financial estate planning results in:
Designating beneficiaries for each of your assets
Aligning your asset beneficiaries with your Will, Health Care Proxy, and Power of Attorney
Understanding potential probate and estate tax implications of your designations
What People Are Saying
“When my husband and I decided that we needed to start planning for our future, we didn’t know where to start. Taunya was recommended to us by a family friend and from our first meeting she was invested in us as a family and took the time to listen to what we were trying to accomplish. She doesn’t just invest money for us, she teaches us along the way and our understanding of the financial world has grown tremendously. I would highly recommend Taunya!”
— Kathryn Kitchen
“As someone with no financial background Taunya gave me reassurance that I am on the right track. She didn't try to sell anything and gave great advice. She is very easy to speak with and provided honest feedback. Highly recommend.”
— Ann Windish