Estate Planning Protecting your dollar
Separate Discussion Focusing on Estate Planning
We believe estate planning is essential to your overall financial plan, and want to ensure this planning isn’t overlooked. We meet with you to review estate planning techniques and how to align your estate plan with your financial plan.
Review Current Estate Planning Documents
Many clients we meet have their legal planning complete; however laws may have changed as well as their goals and objectives. We review your documents in conjunction with an estate planning attorney to make sure they reflect your current wishes and desires.
Preparation for Attorney Meeting
The technical details of estate planning can make it challenging to effectively communicate your desires. We meet with you to give you background information and help organize and prepare you for your attorney meeting.
Accompany you to Attorney Meeting
We can accompany you to the attorney meeting giving you the comfort in having an advocate, and ensuring your wishes are clearly articulated.
Estate planning is an involved process that includes family members and loved ones which can be difficult to discuss. We work with you to facilitate a meeting with your beneficiaries and share information regarding your estate plan in whatever manner best meets your needs.
Transfer of Wealth
We assist you in transferring your assets effectively and efficiently during and after your lifetime. In addition, we can provide support to you if you are currently acting in a trustee role to gather assets and transfer them in effective and efficient manner.
Facilitation of the Execution of Legal Documents
To save you time and money, we assist you in the signing of legal instruments and the retitling of assets and beneficiary designation process.
Life changes occur more frequently then we prefer. Reviewing your estate plan every two years provides you the peace of mind your wishes are on track to be fulfilled.
Ongoing Communication and Education
Estate planning techniques and regulations change as the years progress. We communicate these changes to you as they arise and the impact they may have on your plan.
OUR VALUE PROPOSITIO
- Our focus on estate planning provides you an objective viewpoint that incorporates your financial goals and objectives.
- Focusing on estate planning allows us to save client's money. We can shorten attorney meetings by gathering information and discussing your wishes.
- Establishing a well prepared estate plan ensures an added level of risk management to your overall financial health.
Give us a call at (608) 286-1321 to schedule a discussion with one of our advisors.
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