estate planning
Your Legacy Is Worth Protecting
A solid estate plan will give you greater confidence that your affairs are in order stewarding the distribution of wealth when the time comes.
a lasting difference
Fulfilling Your Mission Beyond This Life
Planning your estate is about managing your personal affairs during your lifetime. We want to consider and, if possible, directly involve beneficiaries and rising-generation family members in the process of planning and executing your family legacy.
Ask yourself: If something happened to you today, would your family be taken care of?
If the answer is no, it’s time to work with a trusted financial advisor and attorney to make sure you get the critical estate planning documentation in place for the next generation.
how we can help you
Estate Planning Services
Together, with your trusted attorney, we’ll use these estate planning strategies to create your personalized estate plan and provide you with greater confidence that your affairs are in order.
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Will Review
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Power of Attorney (POA) Review
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Special Needs Guidance
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Spendthrift Guidance
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Attorney Collaboration
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Revocable Trust Strategies
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Irrevocable Trust Strategies
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Trust Company Services
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Healthcare Directive
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End of Life Strategies
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Beneficiary Strategies
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Charitable Giving Strategies
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Bypass Estate Options
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Executor & Trustee Guidance
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Family Real Estate
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Estate Value Projections
creating a
A Legacy We Can Help Plan For
Your unique answers to these questions during our Discovery Meeting will help provide a strong foundation for the conversations and planning points surrounding your estate.
question 1
How much money would you like to leave your loved ones?
Is it a 50-50 split between your two children? Or something more detailed? If you're unsure, you don't have to decide during our Discovery Meeting, either. We'll help you think through the details when you're ready to do so.
question 2
What legacy do you want to leave?
Your legacy has the power to help make life better for those who outlive you.
Consider the blend of wealth, possessions, and memories that hold significance for your loved ones as you contemplate shaping your legacy.
question 3
Which orgs or causes do you support or wish to support?
There are various ways to leave a legacy. One option is to consider leaving a charitable bequest to one or many nonprofit organizations.
Estate Planning
Frequently Asked Questions
Your estate plan covers the transfer of property at the time of your death. It also covers personal matters and can even include tax planning for your heirs. The central document in your estate plan is your will, but it may also include a trust, a living will, and personal and medical directives. The complexity of your estate plan depends on your specific situation. Our financial advisors will collaborate with your estate attorneys and tax accountants to finalize your estate plan.
Your estate plan will give you greater confidence that your affairs are in order should something happen to you. It allows you to provide for your spouse, children, and other family members. An estate plan ensures the transfer of wealth happens smoothly, reducing probate time and avoiding lengthy court battles. Your estate plan can also help your beneficiaries save money on taxes. Without an estate plan, your state laws determine who inherits your assets.
Your estate plan may include a will or a trust, depending on your needs. It can also include a living will, medical directives, and legal and medical powers of attorney. If you don’t already have life insurance, the estate planning process may include purchasing a policy to protect your loved ones. Your estate plan will be unique because it must meet your needs and those of your family. Our financial advisors will ensure no detail is forgotten.
Certain assets don’t have to pass through probate court. Instead, your designated beneficiary or beneficiaries will inherit the asset directly. This can include life insurance, bank accounts, and even retirement plans. It’s important to review and update your beneficiary designations regularly, because they may supersede the directions in your will.
With a will, your beneficiaries inherit your assets outright. They will have full ownership of whatever they inherit, and they are free to spend or sell the assets whenever they want. With a trust, the beneficiary only has limited access to their inheritance. Depending on how the trust is set up, they may inherit fully when they come of age or turn 25 or 30, whatever you decide. You can also set up a trust to dispense an income to your dependents without giving them full control over the assets inside the trust fund.
Related Services
A different type of wealth conversation starts here
Please answer a few questions and then we’ll connect you with one of our knowledgeable advisors. No obligation involved. Take the first step toward a better life today!
