Estate Planning & Tax Strategies
Plan your Legacy.
Estate and tax planning is deeply personal—it’s about ensuring your family is cared for, your intentions are clearly documented, and your legacy is thoughtfully preserved. Whether you’re planning for the future of your children, supporting aging parents, or thinking through wealth transfer across generations, we’re here to help you make confident, informed decisions.
At Olympia, we guide you through strategies that preserve what you’ve built, minimize unnecessary tax burdens, and give your loved ones the gift of independence.
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Create Your Trust & Will with Ease
Estate planning doesn’t have to be overwhelming. Through our partnership with LPL’s Trust & Will Program, you can take a simple, guided approach to creating the essential documents that protect your family and legacy. This easy-to-use platform provides legally valid wills and revocable living trusts, using state-specific templates and step-by-step guidance. You’ll also have access to educational resources and the ability to connect with attorneys in the Trust & Will network if you need additional support.
This program is designed for clients with basic estate planning needs who want a convenient and cost-effective way to put key documents in place. For those with more complex estates, or who may be subject to estate taxes, we recommend working directly with a licensed attorney for a customized plan.
Explore helpful resources to get started:
Related Insights
Explore helpful articles and resources to deepen your understanding and support your next steps.
The Basics of Estate Planning
This article by LPL Research explains how estate planning helps protect your assets, reduce complications for loved ones, and ensure your wishes are honored. It covers key steps like creating a will, naming beneficiaries, establishing trusts, and setting up powers of attorney, while highlighting the importance of keeping documents organized and updated.
Tax Planning Guide for High Net Worth Retirees
This article outlines key tax strategies for high-net-worth retirees, including Roth IRA conversions, tax-efficient investments, estate planning tools, and charitable giving. It emphasizes how thoughtful planning can reduce tax burdens, protect wealth, and create a lasting legacy with the support of experienced financial and tax professionals.
Quick View Tax Guide 2024–2025
This guide from LPL Financial offers an at-a-glance summary of important tax rates, deductions, credits, and retirement plan limits for 2024 and 2025. It highlights updates to income brackets, estate and gift taxes, Social Security taxation, and retirement account rules, serving as a valuable quick reference for effective tax planning.
