Estate Planning and Trusts
Family | Legacy | Protection
It’s not enough to grow your assets. You also want to make sure those assets are available to support your loved ones and the causes you care about after you die.
Whether you are planning an estate or establishing a will, we are here to help you accomplish your goals according to your wishes.
Your wishes for how your wealth affects future generations may be crystal clear, but translating those wishes into reality—in ways that retain as much of the control of your wealth as possible—can be difficult.
Protecting Your Family & Preserving Your Wealth
A collaborative approach to estate planning
For your financial plan to be fully integrated with your wishes, Wealth Habits often collaborates with independent attorneys to draft custom trust and estate planning documents.
Wealth Habits will help you align your estate plan with your financial plan, which includes beneficiary reviews, creating a will or trust, regular updates and reviews, and more.
We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones.
What is the best estate planning structure for myself and my family?
protect your assets and provide financial wellbeing
Estate Planning Process
1
Understand Your legacy wishes
This begins with fully understanding your wishes so that your vision can be carried through in the most effective way possible.
2
Develop a road map that meets those estate planning goals
We develop a plan and coordinate with attorneys and tax compliance professionals to make sure that this roadmap is feasible and cost effective.
3
strategy development & estate plan structuring
4
implement and monitor strategy
Coordinated with your attorneys and tax planners, all the details are covered off, whether you’re gifting to established trusts, creating new ones or making outright gifts.
