Estate Planning
Effectively Managing Your Estate
Estate planning is not just about tax planning. It comprises a variety of sensitive issues that need to be considered and included in a plan that tells your survivors what steps to take when you are incapacitated or no longer here. Your wishes for how your wealth effects future generations may be crystal clear, but translating those wishes into reality can be difficult. Over the years we have found that while many new clients have taken the time to meet with an attorney and have had documents prepared, they have not properly re-titled assets or updated beneficiary designations, creating serious risks to their overall estate plan.
We will help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will help align your estate plan with your financial plan by working closely with your estate planning attorney to formalize your wishes and explore alternatives for minimizing your estate’s administrative burden as well as projected estate taxes.
If you don’t already have an attorney, through our new partnership with Trust & Will, we’ve expanded our services to offer you an easy and affordable way to create an estate plan online or update your existing one. Trust & Will has helped nearly one million families secure their legacies. Together, we’re on a mission to help families protect their legacy and give their families peace of mind.
