Estate Documents
We educate clients on the probate process to help them understand how their assets will be distributed after their passing. By explaining the steps, timeframes, and potential costs involved, we ensure clients are aware of the implications for their estate. Our goal is to help clients minimize probate complications and create a plan that streamlines the transfer of their assets to beneficiaries.
We educate clients on the importance of wills and trusts as essential components of their overall estate plan. By explaining the differences between the two, we help clients understand how each can protect their assets and ensure their wishes are carried out. Our goal is to integrate these tools into their financial plan to provide security and clarity for their loved ones.
We educate clients on healthcare directives to ensure they have the proper documents for making medical decisions if they are unable. By explaining advance directives and healthcare power of attorney, we help clients reflect their medical wishes. Our goal is to ensure they have the legal protections needed for their healthcare decisions.
We educate clients on the importance of beneficiary reviews to ensure their assets are distributed according to their wishes. By regularly reviewing beneficiary designations on accounts like life insurance, retirement plans, and trusts, we help clients avoid unintended outcomes. Our goal is to ensure that all beneficiary designations are up to date and align with their overall estate plan.
We educate clients on the potential for their heirs to face estate taxes and how it may impact the distribution of their estate. By explaining the current estate tax thresholds and strategies like gifting and trusts, we help clients plan to minimize tax burdens. Our goal is to ensure that clients' estates are structured to reduce the impact of estate taxes on their heirs.
A Will or Trust is included in your initial financial planning fee. By including this we can insure your estate is in good order and your wishes are documented properly.
See our pricing here.