Estate Planning
Your estate plan ensures your values and intentions guide your family's future, providing clarity and peace of mind for generations to come.
Honoring Your Values
Legacy planning is about more than transferring assets. It is about carrying your values forward and creating clarity for the people and causes you care about most. Together, we address how your wealth supports your life today and the impact you want it to have in the future.
Comprehensive Estate Coordination
We help you design a thoughtful strategy for transferring wealth in a way that reflects your intentions and supports long term peace of mind. We work closely with you and collaborate with attorneys, trustees, charities, and other professionals to ensure your plan is coordinated, effective, and aligned with your broader financial picture.
Beneficiary Planning
Ensuring your accounts direct assets to intended beneficiaries with minimal tax impact and maximum efficiency.
Trust Strategies
Coordinating with your estate attorney on trust structures that protect assets, reduce taxes, and preserve wealth for future generations.
Healthcare Directives
Documenting your medical wishes and appointing trusted decision-makers for healthcare matters.
Legacy Goals
Aligning charitable giving, family support, and wealth transfer with your values and long-term intentions.
Estate Tax Planning
Working alongside your CPA and attorney to minimize estate tax exposure while maximizing what passes to beneficiaries.
Guardian Designations
Ensuring minor children have designated guardians who align with your values and parenting philosophy.
Let’s Talk Strategy
Schedule a consultation to discuss your situation with a CFP® professional.
Why Planning Matters
Our goal is to help you move forward with confidence, knowing your legacy is intentional, well designed, and true to what matters most.
Without a Plan, State Law Decides
Your assets distribute according to generic legal formulas, not your personal wishes or family dynamics.
Unnecessary Tax Burden
Poor estate planning can cost your family hundreds of thousands in avoidable taxes and probate expenses.
Family Conflict and Confusion
Unclear intentions create disputes, delays, and emotional strain during already difficult times.
Frequently Asked Questions
Get answers about how comprehensive financial planning works and what to expect.
Do I need an estate plan if I'm not wealthy?
Yes. Estate planning addresses guardianship for minor children, healthcare decisions, and asset distribution regardless of net worth. Everyone benefits from clarity.
How often should I update my estate plan?
Review your plan after major life events—marriage, divorce, births, significant wealth changes, or relocations. We recommend reviewing annually with your advisor team.
What's the difference between a will and a trust?
Wills direct asset distribution after death through probate court. Trusts allow assets to transfer privately, avoid probate, and provide more control over timing and conditions. We help determine what's appropriate for your situation.
What happens if I die without an estate plan?
State intestacy laws determine who inherits your assets, who manages your estate, and who cares for minor children. This rarely aligns with personal wishes.
Join True Wealth All Access
Not ready for comprehensive planning? Get answers to your specific financial questions at our free sessions with a CFP®.
