Estate Planning

Estate planning is a strategy designed to transfer your personal assets to your beneficiaries. Pugh Wealth Management, LLC understands the importance and can help you design a plan that gives you and your family peace of mind. Is a non-profit organization an important part of your legacy? How you choose to transfer your wealth can profoundly affect your family and your community. We are here to help.

Pugh Wealth Management, LLC will provide options to maximize your financial impact to your family. There is no better time than now to begin planning your legacy.

Why Us?

– We will customize a plan to help transfer your wealth to your family in a way that minimizes taxes.

– We will assist you with charitable giving in a way that is impactful.

– We have worked with families in designing estate plans for many years and bring a great deal of experience to the table.

“Estate planning is an important and everlasting gift you can give your family.”

-Suze Orman