When it comes down to it, the truth is that your family—what you hold dear on the most personal level—and your financial picture are deeply intertwined.

From the very start, finances are a family matter. It’s the lessons about saving you learned at a young age, or it’s the challenges you saw your own family face that taught you that solid financial footing can lay the groundwork for a fulfilling life for you and those you love most.

Now, when it comes to legacy and estate planning, many people view it as the final piece of the puzzle that cements your care for what you believe in and your love for those who will carry your memories. If that final puzzle piece isn’t planned for properly, you run the risk of souring your legacy with costly wealth transfer processes for your family, many of which can lead to strong tensions.

If you’ve experienced a wealth transfer process of your own—say, if your parents passed away and left something behind for you and your family—you’ll know how important it is to their legacy to have an air-tight legacy and estate plan. No matter if it went smoothly or if it was costly, took a long time, or caused family tensions, it’s clear how important having a solid legacy and estate plan is in preserving what you hope to leave behind for your loved ones.

That’s why Juniper Wealth Management will help you plan and execute your wealth transfer process and make sure your legacy is intact for generations to come. To us, legacy and estate planning is not just an afterthought, it’s the ultimate goal of all the hard work you’ve put into growing and preserving your finances. We’ll be your partner in helping you give the gift of inheritance to your loved ones and maintain your legacy for generations.

How do we do this? We work with estate planning attorneys (EPAs) and certified public accountants (CPAs) to make sure everybody and every aspect of your plan is on the same page and is focused on the same objectives, especially when it comes to tax efficiency.

We’ll help you address questions such as:

– What impact will your legacy have?

– Will your assets avoid probate at your passing?

– Are your loved ones informed about your final wishes?

– Will your heirs receive benefits in the most tax-efficient manner?

We’ll walk you through the process and guide you in the most crucial ways so you don’t miss anything, and we’ll ensure there are no better options left on the table. In the end, you’ll have a plan that you and your family can be proud of and are confident in.

You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive legacy and estate plan can provide for you and your loved ones.



The Little Red Book of Retirement: The Basics of Retirement Investing.

Our book is a complete overview of retirement planning that digs deeper than your age or how much money you have in your bank account. It answers a variety of important and often overlooked questions. Have you examined health care costs, long-term care, or longevity? Do you understand how to make the most of your Social Security benefits? This book contains can’t-miss information to help you pursue your goals and plan for the best retirement you can have!