PUT YOUR WISHES IN WRITING
ESTATE & LEGACY PLANNING
Estate planning isn’t just for the ultra-wealthy. It is for anyone who wants to protect their family, clarify their intentions, and ensure their legacy is handled with care. We will help you take control of what happens next. This includes assisting you with managing your assets while you are here or making sure they are passed on the way you intended when you are not.
WHY IT MATTERS
Think about everything you own…your home, bank accounts, retirement plans, insurance policies, even your personal belongings. Now think about who you’d want to make decisions for you if you couldn’t, and who you would want to receive what when you are gone. Without a plan, those choices may be made by the courts. With a plan, you decide.
ESSENTIAL Documents to Consider
Here are a few of the most common tools used in estate planning:
- Will – Outlines where your assets go and names guardians for minor children.
- Durable Power of Attorney – Assigns someone to manage your finances if you become unable to do so.
- Health Care Proxy (Medical Power of Attorney) – Appoints someone to make medical decisions on your behalf.
- Living Will – Shares your preferences for life-sustaining care in the event of a terminal illness.
- Revocable Living Trust – Offers more flexibility than a will and can help avoid probate.
Beneficiary Designations:
One of the most overlooked parts of estate planning is beneficiary designations. These simple form fields on your insurance policies or retirement accounts can override your will and therefore, it is critical to keep them current. If you have not checked yours in a while, now is the time.
Start With a Conversation
We’ll help you get organized and connect you with trusted estate attorneys and tax professionals as needed. Together, we can create a plan that reflects your wishes and gives your loved ones peace of mind.
Ready to plan with clarity and confidence?
Let’s talk about your goals and how we can help you protect what matters most.
Trust services are provided through affiliated and unaffiliated trust companies in coordination with ThePartners Wealth Management.
Please note that ThePartners Wealth Management does not provide legal or tax advice. You should consult with your attorney, accountant, or other qualified professionals before making decisions that may have legal or tax implications. Estate plans should be reviewed regularly to ensure they remain aligned with your goals and current laws.