Legacy Planning

The future of everything you hold dear is often dependent on your ability to preserve and protect what you have worked a lifetime to acquire.

Whether your plans include passing assets to the special loved ones in your life or charitable gifting to meaningful causes, your W3 wealth advisory team has the experience and expertise to help you accomplish what is important to you. We work to help you answer questions you didn't even think to ask.

By taking both your dreams and needs into consideration, we will provide you with a comprehensive solution using tested and effective tax-advantaged estate planning principles to help you work towards fulfilling your goals. As a result, your legacy may avoid probate and pass successfully to your heirs.

Estate Planning Checklist



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Akron Office: 90 North Miller Road • Akron, Ohio 44333 • Phone 330.836.3805 • Toll Free 866.237.2209 • Fax 330.836.3812 Warren Office: 1950 Niles-Cortland Road N.E. • Warren, Ohio 44484-1055 • Phone: 330.856.6345 © 2008 W3 Wealth Management, LLC. All rights reserved. Fee based planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor Third Party Management offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC - 130 Springside Drive Suite 300 • Akron, Ohio 44333-2431 • 1-800-765-5201 W3 Wealth Advisors, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.