Estate Planning & Wealth Management
Protect Your Legacy. Preserve Your Wealth.
If you’ve worked hard to build wealth, you deserve a plan that protects it—and ensures it benefits the people and causes you care about most. At ERider Consulting, we offer integrated estate planning and wealth management services that go beyond documents and distributions. We focus on aligning your wealth with your values, minimizing tax burdens, and ensuring your legacy is secure.
Planning Today for What Matters Tomorrow
Estate planning is about far more than distributing assets—it’s about making intentional decisions that reflect your values, provide for your loved ones, and protect your wealth for generations to come. At ERider Consulting, we take a personalized and strategic approach to estate planning, ensuring your plan is not only legally sound but also aligned with your long-term vision. Whether you’re creating your first will or revisiting a long-standing plan, we guide you through each decision with clarity and care.
Our estate planning services cover everything from foundational documents—like wills, trusts, and powers of attorney—to more advanced planning tools that help minimize estate taxes, avoid probate, and safeguard your legacy. We work with individuals and families to create clear directives that reduce conflict, preserve wealth, and ease the burden on heirs. And because estate planning isn’t a one-time task, we provide continued support to help you revise and adapt your plan as life changes.
Advanced Planning Strategies for Complex Estates
For clients with significant assets or multi-generational goals, we offer sophisticated estate planning solutions including revocable and irrevocable trusts, family limited partnerships, and tax-efficient gifting strategies. Our goal is to protect your wealth while minimizing estate and inheritance tax exposure, ensuring your legacy passes on smoothly and efficiently.
Personal Guidance Through Every Step
Estate planning can feel emotionally and logistically overwhelming—but we’re here to make it easier. We take the time to listen, explain your options in plain language, and offer recommendations that align with your family dynamics and long-term priorities. With ERider Consulting, you’re not just filling out forms—you’re creating a legacy with intention.