Estate Planning is essential for ensuring that your hard-earned wealth is distributed according to your wishes. However, it requires more than just executing legal documents. A comprehensive financial plan is considered the foundation of effective estate planning, as it helps you quantify your assets, determine your priorities, and make informed decisions about legal documents and strategies.
THE FINANCIAL PLANNING PROCESS SHOULD LEAD YOU TO ANSWERS FOR QUESTIONS SUCH AS:
What will my estate look like in the future?
Are basic wills and standard documents sufficient or will we need trusts to organize assets, mitigate taxes or protect assets from a long-term care spend down?
Who can play key roles in my estate administration such as guardian, executor, and trustee?
It is the attorney’s role to offer professional guidance and execute on the details of your estate plan. It is our role to help you define your goals so that your financial assets align with them. This process is designed to educate you on the various estate strategies available to achieve your objectives and prepare you to meet with an attorney to execute on a well-constructed estate plan.
Equitable Advisors, its affiliates and financial professionals do not provide tax or legal advice or services.
CPA, CFP®, CLU®, RICP®, CDFA®
SENIOR PARTNER
ChFC®, RICP®
SENIOR PARTNER
CFP®, ChFC®, CLU®
SENIOR PARTNER
ChFC®, RICP®
PARTNER
CFP®, RICP®, ChFC®
PARTNER
216
Combined Years Experience
1.148
Billions of dollars in assets (as of 7/27/2022)
42
Years of Serving Clients
