From our perspective, estate planning is more than just legal documentsโitโs about aligning your investment strategy with longโterm 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. Itโs not solely for the very wealthyโeveryone with assets or loved ones can benefit
These are foundational tools in estate planning: Wills guide how assets not otherwise titled or designated will be distributed. Trustsโsuch as revocable living trustsโcan 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 [...]
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 [...]
Itโs generally smart to have periodic reviewsโat least every 3 to 5 yearsโand 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.