Carazo Wealth Management

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Dynasty trusts: Protect your legacy for generations. Spire Wealth Management, LLC, is a Federally Registered Inves...
05/26/2025

Dynasty trusts: Protect your legacy for generations.

Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm.
Securities are offered through an affiliated company, Spire Securities, LLC, a Registered
Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not
engage in the drafting of wills and/or trust documents. Please consult with your legal
professional for estate planning advice.

As the name suggests, a dynasty trust allows individuals with significant wealth to provide for multiple generations of descendants.

Understanding trusts: Protect your assets and preserve your legacy. Spire Wealth Management, LLC, is a Federally R...
05/19/2025

Understanding trusts: Protect your assets and preserve your legacy.


Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm.
Securities are offered through an affiliated company, Spire Securities, LLC, a Registered
Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not
engage in the drafting of wills and/or trust documents. Please consult with your legal
professional for estate planning advice.

Trusts are powerful and versatile estate planning tools. As the trust creator (grantor), you select the type of trust that will best serve your needs. Your selection may depend on what you plan to put into the trust and what you're trying to accomplish. You can create a living trust that can be chan

Thinking about setting up a trust fund? Learn how they work, who they benefit, and why they might be the right move for ...
03/18/2025

Thinking about setting up a trust fund? Learn how they work, who they benefit, and
why they might be the right move for you!

Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm.
Securities are offered through an affiliated company, Spire Securities, LLC, a Registered
Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not
engage in the drafting of wills and/or trust documents. Please consult with your legal
professional for estate planning advice.

A trust fund shelters assets from probate and allows people to choose how and when their assets are distributed to heirs. A trust must be set up as either revocable or irrevocable and have a grantor, at least one beneficiary, and a trustee. Depending on the type of trust fund, one or more of these p...

Protect your legacy by minimizing estate taxes! Start planning today! Spire Wealth Management, LLC, is a Federally R...
03/12/2025

Protect your legacy by minimizing estate taxes! Start planning today!


Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm.
Securities are offered through an affiliated company, Spire Securities, LLC, a Registered
Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not
engage in the drafting of wills and/or trust documents. Please consult with your legal
professional for estate planning advice.

The act of giving away your property, either during life or at death, will probably be subject to one or more of several types of taxes (collectively referred to here as estate taxes), either on the federal level, state level, or both. These tax liabilities may be the largest potential expenses you....

Building wealth is one thing—keeping it for generations is another. Learn key strategies for maintaining and transferrin...
03/12/2025

Building wealth is one thing—keeping it for generations is another. Learn key
strategies for maintaining and transferring generational wealth.


Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm.
Securities are offered through an affiliated company, Spire Securities, LLC, a Registered
Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not
engage in the drafting of wills and/or trust documents. Please consult with your legal
professional for estate planning advice.

Learn about generational wealth. Discover key investment vehicles for transferring wealth, as well as the importance of estate planning and financial literacy.

"Curious about estate planning? Learn the basics and why it matters for protecting your future. "Spire Wealth Mana...
01/02/2025

"Curious about estate planning? Learn the basics and why it matters for protecting your future. "

Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm. Securities are offered through an affiliated company, Spire Securities, LLC, a Registered Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not engage in the drafting of wills and/or trust documents. Please consult with your legal professional for estate planning advice.

Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property after your death and according to your goals and objectives...

"Explore how life insurance can play a role in your retirement strategy. " Spire Wealth Management, LLC, is a Federal...
12/12/2024

"Explore how life insurance can play a role in your retirement strategy. "

Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm. Securities are offered through an affiliated company, Spire Securities, LLC, a Registered Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not engage in the drafting of wills and/or trust documents. Please consult with your legal professional for estate planning advice.

Life insurance should be a part of many people's retirement plans. However, it shouldn't be your main source of retirement income. Here is why!

Learn how retirement and estate planning can go hand in hand to assist in supporting your financial future and help prot...
12/05/2024

Learn how retirement and estate planning can go hand in hand to assist in supporting your financial future and help protect your legacy. Take steps now to help safeguard your loved ones down the road. "

Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm. Securities are offered through an affiliated company, Spire Securities, LLC, a Registered Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not engage in the drafting of wills and/or trust documents. Please consult with your legal professional for estate planning advice.

When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to estate tax at your death and to income tax when benefits are distr

Are you sure you have enough life insurance to protect your loved ones? Find out howto assess your coverage and make sur...
10/15/2024

Are you sure you have enough life insurance to protect your loved ones? Find out how
to assess your coverage and make sure you're prepared. Check out our latest article!

Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm.
Securities are offered through an affiliated company, Spire Securities, LLC, a Registered
Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not
engage in the drafting of wills and/or trust documents. Please consult with your legal
professional for estate planning advice

Your life insurance needs change as your life changes. You should periodically review your coverage to ensure it meets your needs.

Planning for retirement can be overwhelming. Let Carazo Wealth Management help you navigate important decisions and deve...
08/07/2024

Planning for retirement can be overwhelming. Let Carazo Wealth Management help you navigate important decisions and develop a strategy.

Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm. Securities are offered through an affiliated company, Spire Securities, LLC, a Registered Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not engage in the drafting of wills and/or trust documents. Please consult with your legal professional for estate planning advice.

Shift your decisions from saving for retirement to living in retirement, and focus on the retirement decisions with the most impact.

A living trust can be a powerful tool to help you control and manage your estate, ensuring your assets are distributed a...
07/10/2024

A living trust can be a powerful tool to help you control and manage your estate, ensuring your assets are distributed according to your wishes. Let Carazo Wealth Management help you manage your estate and create a strategy designed to help protect your legacy.

Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm. Securities are offered through an affiliated company, Spire Securities, LLC, a Registered Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not engage in the drafting of wills and/or trust documents. Please consult with your legal professional for estate planning advice.

Living trusts enable you to control the distribution of your estate.

Stay up to date on the latest estate tax rules and how they may affect your estate plan. Let Carazo Wealth Management he...
06/26/2024

Stay up to date on the latest estate tax rules and how they may affect your estate plan. Let Carazo Wealth Management help you manage your estate and create a strategy designed to help protect your legacy.

Spire Wealth Management, LLC, is a Federally Registered Investment Advisory Firm. Securities are offered through an affiliated company, Spire Securities, LLC, a Registered Broker/Dealer and member of FINRA/ SIPC. Spire Wealth Management, LLC does not engage in the drafting of wills and/or trust documents. Please consult with your legal professional for estate planning advice.

You should understand how the estate tax may affect your estate plan.

Address

111 Veterans Boulevard Ste 1500
Metairie, LA
70005

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

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