Estate Planning
If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place. Without an established plan, the fate of your estate could be determined by the government, lawyers, or people who don’t have your interests and best wishes in mind.
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
How We Help Support Your Estate Planning
- Will education: Understanding the function and structure of a will is essential. We help you identify your priorities and clarify how your assets should be distributed so that your legal team can create a will that reflects your true intentions—whether it’s a simple will or a more complex arrangement.
- Powers of Attorney (POA) Considerations: We educate clients on the importance of financial and healthcare powers of attorney. These tools ensure that trusted individuals can act on your behalf if you become unable to make decisions, and we help you coordinate these roles with your broader financial strategy.
- Executor Selection Guidance: Choosing the right executor is critical. We walk you through the responsibilities and considerations involved so you can make an informed decision, particularly if guardianship for minor children is a factor.
- Beneficiary Designation Review: Beneficiary designations on retirement accounts, insurance policies, and other assets must align with your estate goals. We regularly review these with you to avoid unintended outcomes and ensure your wishes are honored.
- Strategies to Potentially Minimize Taxes and Probate Costs: Proper planning can help reduce the impact of estate taxes and probate fees. We’ll collaborate with your tax and legal professionals to identify strategies designed to preserve more of your estate for your heirs and charitable causes.
- Ongoing Estate Oversight and Asset Protection: Even after your passing, certain assets may require ongoing management. We assist in structuring your financial plan to help protect long-term investments and other holdings until they are properly transferred to your beneficiaries.
- Legacy Planning: Whether supporting loved ones, charities, or both, we help you align your estate goals with your financial plan—ensuring that your legacy is passed on intentionally and effectively.
By partnering with both your financial advisor and estate planning attorney, you can approach the future with clarity, confidence, and peace of mind. Schedule a meeting with us to see what an estate plan can do for you.
Our firm and representatives do not provide tax or legal advice or services. Please consult your tax or legal advisor or an estate planning attorney regarding your specific situation.
