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5th Pillar: Estate Planning

Estate plans are essential regardless of how large or small the estate

Estate plans are essential regardless of how large or small the estate

Estate plans are essential regardless of how large or small the estate. They help you decide how assets should be handled after death or disability. An estate plan determines the distribution or sale of property, ensures your family's well-being, chooses the guardianship of minor children, and may mitigate taxes. It can also cover medical treatment if necessary.

Trust Planning and Education

Arranging a third party or trustee to hold assets for your estate’s beneficiaries or pay for education. Properly executed trust planning can give greater control, bypass probate, and reduce estate taxes.

Wealth Transfer Scenarios

Transferringpersonal and/or business assets to beneficiaries upon death through wills, estate planning, life insurance, or trusts in a tax-eicient way.

Gifting Strategies

Distributing your assets properly to family members and other beneficiaries as individuals or trusts to reduce gifting, transfer, and income taxes.

Coordination with Your Estate Attorney

Consulting with your trusted estate attorney to ensure your beneficiaries are protected from potential tax consequences.

Ask about other Estate planning strategies, such as:

Sources of Estate Liquidity   |   Charitable Planning   |   Divorce Planning   |   Trust Usage for Education Funding   |   Special Needs Planning   |   Beneficiary Designation Planning