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.
The estate planning decisions are very sensitive, but essential for anyone who wants to control how his or her assets are distributed. We hear your wishes about what kind of legacy you want to leave behind. From this information, we can help guide you in making a plan to make certain 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 ensure 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 make certain things are done as intended. Other times, clients ask that we review the new documents prior to signing.
Estates can get complicated with trusts and gifting, but when incorporated inside a comprehensive financial plan, we can help you get it accomplished! We are not attorneys. However, we have a great network of attorneys depending on your needs.