Get in touch

Estate Planning

Secure the legacy you've built and provide for your loved ones with our comprehensive Estate Planning service. At 10x Business Consultants, we understand that estate planning is a crucial component of financial preparedness, ensuring that your assets are distributed according to your wishes. Our expert team guides you through the intricate process, addressing the complexities of allocating assets to spouses, children, trusts, and charities. From periodic reviews to gift tax strategies and business succession planning, our service is designed to empower you with the tools and strategies needed to safeguard your legacy and provide for future generations.

The Importance of Estate Planning

Estate Planning holds paramount importance in preserving your hard-earned legacy and ensuring your loved ones are well provided for. By strategically allocating assets and employing effective tax planning, you can secure the financial future of your heirs and contribute to the causes you care about. At 10x Business Consultants, we recognize the significance of this service and are committed to guiding you through the process with professionalism and expertise, allowing you to leave a lasting impact for generations to come.

Here's How We Help You!

Allocate assets to spouses, children, trusts, and charities.
Periodically review estate planning needs as your family situation and finances evolve.
Implement gift tax strategies to optimize wealth transfer.
Facilitate business succession planning for a smooth transition.
Provide expert guidance in trust administration.
Offer comprehensive tax planning and preparation, including estate, gift, and fiduciary tax returns.

Frequently asked questions

What we think you should know about Estate Planning

Why do I need estate planning, and when should I start?

Estate planning is crucial to ensure your assets are distributed according to your wishes. It's advisable to start as soon as possible to account for potential changes in family and financial situations.
What is involved in allocating assets, and how can it benefit my heirs?

We help strategically allocate assets to spouses, children, trusts, and charities, optimizing the financial well-being of your heirs.
How often should I review my estate planning needs?

Periodic reviews are essential, especially when family situations and finances change, to ensure your estate plan remains aligned with your intentions.
What are gift tax strategies, and how can they benefit me?

Gift tax strategies are implemented to optimize wealth transfer and minimize tax implications, providing financial benefits for both the giver and recipient.
Can you explain business succession planning, and why is it important?

Business succession planning ensures a smooth transition of your business to the next generation or designated successors, preserving its continuity and value.

General Disclosures

10X Wealth Advisors, Inc. is a marketing name used when offering advisory services through Sowell Management, a registered investment adviser. Advisory Services offered through Sowell Management, a Registered Investment Advisor. Sowell Management is an investment adviser, registered with the Securities and Exchange Commission; being registered with the SEC does not imply a certain level of skill or training.

This site has been designed for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. 10X Wealth Advisors, Inc. and Sowell Management do not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. 10X Wealth Advisors, Inc. and Sowell Management does not, and this site does not intend to render tax or legal advice. Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to 10X Wealth Advisors, Inc. and Sowell Management (and those other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).

At certain places on our website, we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of 10X Wealth Advisors, Inc. and Sowell Management. 10X Wealth Advisors, Inc. and Sowell Management does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to theses websites should not use or rely on the information contained therein until consulting with an independent finance professional. 10X Wealth Advisors, Inc. and Sowell Management does not necessarily endorse or recommend any commercial product or service described at these websites.

https://www.sowellmanagement.com/compliance-documents/

get connected

8181 E Tufts Ave Ste 500

Denver, CO 80237

info@10xbusiness-consultants.com

Phone: (303) 689-0844
Fax: (303) 689-0074

Estate Planning

The Importance of Estate Planning

Here's How We Help You!

Frequently asked questions

What we think you should know about Estate Planning

Why do I need estate planning, and when should I start?

What is involved in allocating assets, and how can it benefit my heirs?

How often should I review my estate planning needs?

What are gift tax strategies, and how can they benefit me?

Can you explain business succession planning, and why is it important?

get connected

Contact Us