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Estate Planning

Estate checklist

Estate checklist

You need the correct documents, and somebody to help you understand them. 

But, that is just the beginning....

Estate Flow chart

Estate Flow chart

What you leave behind will either go to your heirs, charity, or Uncle Sam. 

An estate plan is more than a will.

A good estate plan is a road map to help you navigate your personal and financial goals while providing protection for your family.

Estate planning is essentially looking for ways to preserve assets and constructively plan how to pass as much of your estate to your heirs.

Estate planning should address the coordination of the ways you hold title of assets, your beneficiary selections, and the possible transfer of property while you are alive.

Regardless of net worth, estate planning is important for all stages of life including those starting a family to generational wealth transfer.

Complex strategies may be used by wealthy families to reduce taxes and costs while others may only require a simple will or trust to pass property to their heirs and provide for minor children.

At HCWA, we can help you understand common estate planning tools such as wills, trusts, powers of attorney and health care directives. We specialize in areas like elder care, giving, inheritance, and trust administration.

By coordinating your plan with your attorney and tax professional, we can help you work towards insuring all your interests and wishes work harmoniously to achieve your desired outcomes.

Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

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