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global advisers wealth management
global advisers wealth management
Estate Planning2025-08-16T06:44:19-04:00

Estate Planning

Estate planning is more than writing a willโ€”itโ€™s about protecting your legacy, reducing tax burdens, and ensuring your wishes are carried out. We guide individuals and families through customized strategies that preserve wealth and simplify the transfer of assets across generations.

Take charge of your financial future.

Begin today โ†’

What Is Estate Planning?

Estate planning is the process of organizing how your wealth and responsibilities are managed and distributedโ€”both during life and after death. We help you plan for your familyโ€™s future through trusts, wills, tax strategies, business succession, healthcare directives, and charitable giving.

Our Estate Planning Services

Our solutions are built for those who value clarity, control, and a seamless transition of assets. This includes:

  • Customized Estate Planning Strategy: We create estate strategies aligned with your goals, family dynamics, and legacy values.
  • Integration with Financial Planning: Your estate plan is fully coordinated with your investment, retirement, and tax strategy.
  • Trust Services: We help establish and oversee revocable, irrevocable, charitable, and other trusts to preserve wealth and manage asset distribution.
  • Tax Minimization Strategies: We structure assets and transfers to reduce estate, gift, and inheritance tax exposure.
  • Coordination with Legal Professionals: We collaborate with your attorney to ensure strategies are implemented correctly in legal documents.
  • Succession Planning for Business Owners: We help business owners plan ownership transitions that preserve enterprise value and family harmony.
  • Education on Estate Planning Principles: We walk you and your heirs through key concepts to empower long-term understanding and stewardship.
  • Regular Reviews and Updates: We proactively review your estate plan to keep it current with changing laws, goals, or family needs.
  • Healthcare Directives & POA: We help define healthcare wishes and assign powers of attorney for medical and financial decisions.
  • Digital & Document Safekeeping: We assist in organizing and protecting estate documents and digital assets for secure access.

Who We Help

Our estate planning services support individuals seeking to protect their familyโ€™s future, high-net-worth families with complex assets, aging professionals planning for incapacity, business owners preparing for succession, and anyone looking to reduce tax impact and ensure their legacy is carried out efficiently.

Related

College Planning

Build an education funding strategy using 529 plans, custodial accounts, gifting, and multi-generational contributions.

Retirement Planning

Turn savings into income, time Social Security, and coordinate taxes, investments, and healthcare costs.

Divorce Planning

Gain clarity during transition: asset division, liquidity needs, support obligations, and your post-divorce plan.

Business Planning

Balance business value with personal goals: succession, retirement plans, entity structure, and tax strategy.

Life Events

Marriage, relocation, inheritance, or lossโ€”major changes call for updated financial decisions and direction.

FAQ About Estate Planning

What role do wills, trusts, and beneficiary designations play in estate planning?2025-08-17T01:24:07-04:00

These are foundational tools in estate planning:

  • Wills guide how assets not otherwise titled or designated will be distributed.
  • Trustsโ€”such as revocable living trustsโ€”can help avoid probate, offer privacy, and facilitate smoother asset transfer
    Fidelity
  • Beneficiary designations (e.g., on retirement accounts) allow assets to pass directly without needing probate.

As investment advisers, our focus is on how changes in these documents potentially affect your financial balance sheet, cash flow planning, portfolio composition, and longโ€‘term wealth goals.

Who really needs estate planningโ€”even if I donโ€™t have much?2025-08-17T01:23:49-04:00

Nearly everyone can benefit from having a basic plan in place, regardless of asset size. If you have financial accounts, personal belongings, or dependents, estate planning helps ensure your wishes are followed and that transitions are smoother for your heirs. While you might handle legal documents with a professional, we help you think through how your investment assets should be handled within your financial planning framework

How often should an estate plan be revisited?2025-08-17T01:23:39-04:00

Itโ€™s generally smart to have periodic reviewsโ€”at least every 3 to 5 yearsโ€”and also after major life events like marriage, divorce, new children, significant asset changes, or the death of a loved one. From our standpoint, these reviews are opportunities to update investment allocations, savings strategies, and projections to reflect your current financial picture.

What is estate planning, and why does it matter?2025-08-17T01:23:33-04:00

From our perspective, estate planning is more than just legal documentsโ€”itโ€™s about aligning your investment strategy with longโ€‘term goals, ensuring your financial legacy is managed thoughtfully. While legal professionals handle tools like wills, trusts, and beneficiary designations, we can show how these tools might impact investment strategies, inheritance outcomes, and financial projections. Once basic documents are in place, we help you keep investments aligned with evolving objectives.

Note: Legally, estate planning involves documents like wills, trusts, powers of attorney, and healthcare directives. Itโ€™s not solely for the very wealthyโ€”everyone with assets or loved ones can benefit

Considering a tailored, private family office experience?
Explore Family Office Solutions

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