Planning for your present and future
Our services include gifting strategies, asset protection & preservation strategies, incapacity planning, as well as generational education.
Shockingly, most of the people we meet in our initial consultations do not have even the most basic estate documents: a will, financial durable power of attorney, healthcare power of attorney (also called an advance medical directive), guardianship provisions, and a living will.
Estate planning decisions are very sensitive, but they are essential for anyone who wants to control how his or her assets are distributed after their passing.
We carefully listen to your wishes about what kind of legacy you want to leave behind. From this information, we help guide you in making a plan to ensure your loved ones, or organizations, receive the estate in the most efficient way possible.
We also conduct a thorough review of your beneficiary designations on your accounts. Often, we find old beneficiaries on accounts that need to be updated. Since certain asset types bypass probate, it is essential to do a beneficiary review to make certain your wishes will be met.
Once we understand your needs and wishes, we can help you outline your estate plan. At times, clients want us to go to the attorney with them to see to it that things are done as intended. Other times, clients ask that we review the new documents before signing.
Estates can get complicated with trusts and gifting, but we can help you get it accomplished when incorporated inside a comprehensive financial plan! We are not attorneys. However, we have a great network of attorneys you can choose from, depending on your needs.