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
These are foundational tools in estate planning: Wills guide how assets not otherwise titled or designated will be distributed. Trusts—such as revocable living trusts—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 [...]
It’s generally smart to have periodic reviews—at least every 3 to 5 years—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.
From our perspective, estate planning is more than just legal documents—it’s about aligning your investment strategy with long‑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 [...]