Estate & Legacy
Planning
Leave a Legacy with Clarity
and Compassion
Estate planning isn’t just about money — it’s about protecting your values, relationships, and wishes. Galileo Wealth helps clients create thoughtful estate plans that minimize confusion, reduce taxes, and ensure smooth transitions. We work closely with your preferred legal professionals or recommend trusted partners to implement the right legal structures.
Our estate and legacy services include:
- Review of wills, trusts, and power of attorney documents
- Coordinating beneficiary designations and titling
- Estate tax minimization strategies
- Charitable giving and philanthropy planning
Legacy is more than inheritance — it’s the imprint you leave on your family and your community. We help you plan ahead so your intentions are carried out with dignity and precision.
Talk Legacy
Planning with Us
We’re here to help you build a financial plan that honors your hard work and secures your future. Fill out the form below to schedule an appointment or click on the link to schedule an appointment.