Estate Planning

Bringing confidence and integrity to your financial life.

Keeping your wealth intact over the long term is one of the biggest challenges most successful people face. Research by The Williams Group suggests that only one-third of affluent families retained their wealth into just the next generation. That’s why we provide estate planning help as a standard part of our comprehensive wealth management service.

Through this process, we can help you and your family answer these types of questions:

  • Should I have a trust, a will, or both?
  • What’s the best way to reduce taxes for my heirs?
  • Are there ways to help family members maintain wealth after I’m gone?
  • How can I leave assets to my favorite causes in the most tax-efficient way?

Passing Wealth on Tax Efficiently

Various estate planning strategies exist that can help you pursue goals such as reducing taxes or protecting your assets from creditors. These can include setting up a trust or the use of certain insurance policies. Your Executive Wealth Manager will work with you to research your options, then work directly with your attorney to ensure your wishes are implemented as intended.

Essential Self-Defense in a Risky World

There is no shortage of threats against your wealth, especially if you’re a business owner or in an industry prone to lawsuits. Along with planning for the passing of your wealth, we’ll also look for asset protection strategies that make sense for you.

Preparing for the Unexpected

We’ll also help ensure you are prepared in case of an accident or early death. That means we’ll help you determine which legal documents you need so your family is prepared if something happens to you. We’ll coordinate with your estate planning attorney (or recommend a vetted one) to ensure these are completed properly.

Smoothing the Way for Future Wealth Transfers

Effective family communication is an essential part of preserving your legacy. Still, few families talk enough about the practical side of inheriting wealth. We can assist by helping you schedule and conduct family meetings. We can also provide guidance on financial literacy education for your heirs to help ensure that what you leave behind will stick around.

Keeping Your Estate Plan Updated

Often, families will work directly with an estate planning attorney, put everything in place, and then forget to keep it up to date. This can be a critical mistake, as assets must be titled correctly to receive the protection you anticipate. Our health managers will work with you to revisit and update your documents periodically to help ensure those protections stay in place.

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