Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so that you can be taken care of during times when you are unable to care for yourself, and your money and property are distributed in the way you want.

Who Needs This Type of Planning?

Employing a large number of advisors to assist you can seem like an overwhelming task and only necessary for the very wealthy, but everyone can benefit from this comprehensive approach. When everyone is on the same page, your team can work together seamlessly behind the scenes to make sure everything is taken care of.

Introducing the Starting Lineup

An estate planning attorney helps by arranging your legal affairs so that trusted people are authorized to make decisions for you when you are unable and so that your money and property are handled and distributed as you desire after your death. As your legal counsel, we are well-versed in the strategies to accomplish this.

A financial advisor plays an important role by being able to understand your specific financial goals and investment objectives. He or she is able to craft a financial plan to ensure you have sufficient cash to meet your needs and live the lifestyle you want. Financial planning often moves beyond retirement planning to laying the foundation for multigenerational wealth transfer.

An insurance professional provides an analysis of your current and future insurance needs. For many estate planning strategies, life insurance is critical to ensuring that there are funds available to take care of all your beneficiaries.

An accountant or CPA brings valuable tax planning strategies to the planning process. Although much of the focus in estate planning has historically been on estate taxes, a comprehensive plan must consider the impact of all taxes you and your beneficiaries may owe.

We Are Here to Help You Get Started

Call us today at (614) 429-1053 to schedule an appointment to review your existing plan or draft a comprehensive new estate plan using a team approach.