Estate Planning

When you’ve spent a lifetime building your wealth, you’d like for it to live on according to your wishes. Whether your heart is set on preserving your assets within your family or a charitable organization, Nova R Wealth can connect you to professionals whose life’s work is developing comprehensive estate plans that ensure your wealth is maintained for generations to come.

  • Establishing a trusted executor
  • Asset distribution preparation
  • Medical directives and power of attorney

Isn’t a simple will enough?

Maybe, maybe not. What you leave behind can be a powerful thing, so the same care and consideration you put into building your wealth and planning for your retirement should be applied to your legacy.
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Services

As an experienced, independent, and client-focused wealth and financial planning firm with strategic alliances,
Nova R Wealth can offer you an array financial services with the flexibility and commitment to deliver the ones that are right for you.

Wealth
Management

Financial Goals
Planning

Tax
Planning

Estate Planning

Insurance Planning