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Estate Planning
At higher levels, Estate Planning can be very complex, like investment planning can be. We work with top-notch professional attorneys to coordinate all aspects of your financial planning with your estate, including financial independence calculations, charitable giving strategies, trusts, and more.
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Estate Planning: What It Is
Estate Planning is far more than getting a Will or Trust drafted. It can involve large-scale gifting, irrevocable trusts, principal and secondary residences, changing states of residence, titling of assets, generation-skipping provisions, charitable trusts, life insurance, proper beneficiary designations, probate avoidance, and much more. Seasoned financial planners work hand-in-glove with estate planning attorneys to coordinate the implementation of a proper plan, given your goals and objectives, to leave the legacy you desire.
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Estate Planning Process
The Estate Planning process has virtually the same steps as the Investment Planning Process. Information is gathered (generally, we have much of this already); an analysis is done, and new strategies are developed; these are presented and explained to you; and we help you work with your estate planning attorney to implement the plan. Periodic review is also recommended.
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Costs
Estate Planning is generally a service we provide to Investment Planning clients at no extra cost. Attorneys, of course, have charges to draft documents and for any administrative work such as re-titling assets, changing beneficiary designations, etc.
