Estate Planning

What is Estate Planning?

Proper estate planning is an act of love. Making sure those you care about most are financially stable in your absence requires a well thought out estate plan. This includes making a will, setting up trusts, and designating power of attorney. It involves having properly established beneficiaries, solid overall financial planning, and wealth transfer tactics. Estate planning is best approached by working with an experienced team. Nicole can make this complex process simple by helping to coordinate your overall estate plan while helping to handle the financial details. Her years of experience working with estate planning attorneys, CPA’s and accountants on behalf of her clients makes this potentially complex portion of your overall wealth transfer strategy more understandable. She and her team will work with you through every step of the way.

Basics of Estate Planning

The basic process of estate planning is to take inventory of your assets and liabilities, create a will and estate plan, and designate someone to manage your estate after you pass on. We help you complete this as a part of our overall planning process.

Planning ahead generally makes life easier for your loved ones during the most difficult of times. We work with estate attorneys to help you draft the proper documents and we work with you to optimize your financial world around your goals for you and your family. This is a process that continues throughout our working relationship, and it frequently changes as your life changes along the way. We form long-term relationships with our clients so that we can help you navigate your changing goals, any new family dynamics, and any legislative changes that may affect your estate planning.

One of the most important aspects of estate planning is creating proper legal documents. Wills, trusts, powers of attorney and living wills should all be a part of a discussion with an estate attorney to have these documents drafted. Nicole and her team can help facilitate these discussions while helping you plan for the financial aspects of estate planning and wealth transfer. There are several assets that may pass by title or by beneficiary, so a thorough review of all of your assets will be an integral part of any planning discussions.

Creating generational wealth and familial planning for complex estates and high net worth clients is a specialty of our team. Legislation and future changes can have a significant impact on your ability to transfer your wealth with tax efficiency. Trust planning and proper asset protection is vital to preserving your family’s wealth. Using experienced planners in this area is crucial to success. Our team can help you navigate this landscape.

Next Steps

Optimizing your estate planning cannot start too soon. Nicole and her team are experienced thorough professionals who can help you with tax efficient strategies and maximize intergenerational wealth transfer through proper estate planning. Please reach out to schedule an initial consultation to see how they might be an effective financial resource for you.

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