Continuity

Learn how FHWA clients make arrangements to ensure their hard-earned wealth transfers according to their intentions.

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Continuity
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Case Studies & Success Stories
Success Story
Continuity

Understanding Financial Situation After Loss

After a long battle with illness, our client’s husband passed. We worked with the client to update accounts and recoup overpayment of taxes.
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Success Story
Continuity

Estate Planning After Business Sale

After selling their business, a couple received a sudden influx of wealth–$60 million—but realized they only had a very basic estate plan in place.
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Success Story
Continuity

Continuity for Surviving Spouse and Family

Our client’s husband passed away a few years ago after a long, brave battle with cancer. The Financial Harvest team worked with the family to ensure her assets and legacy were protected for the next generation.
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Success Story
Continuity

Collaborating with your Professional Network Team

Due to the sale of their business, our client came into a sudden influx of wealth totaling around $60 M. At the time of the business sale, only very basic estate planning was in place for their family.
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Success Story
Continuity
Family Wealth

Preparing the Next Generation 

A husband recently received a large lump sum distribution from his company’s buyout. He wanted to strengthen his family’s financial literacy in the event he predeceases them.
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Success Story
Continuity
Family Wealth

A Family’s Sudden Loss of Husband and Father

Our client’s husband passed unexpectedly in the summer of 2020.
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Episode 29: Why does Estate Planning Matter? Do I need a Trust?

In the 29th episode of The Plant. Harvest. Prosper Podcast, host Kellen Williams discusses the importance of estate planning.
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