Estate Planning

A properly crafted estate plan is an integral component of any comprehensive financial plan. It empowers you to oversee your affairs throughout your lifetime and control the distribution of your wealth after death. A well-crafted estate plan delineates your healthcare preferences, ensuring their execution – even if you are unable to communicate. It allows you to appoint a trusted individual to oversee your financial matters should you become incapable of doing so yourself. Additionally, it can protect you and your loved ones from a variety of potential fees and taxes.

We are not attorneys and therefore cannot prepare your estate plan. However, we do review existing documents for alignment with the goals you have communicated through our financial planning process. If you lack an estate plan, we refer you to one of our trusted partner attorneys. We collaborate closely with you and your attorney, often facilitating joint meetings, to ensure that your financial and estate plans are properly integrated.

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