Effective estate planning enables you to manage your affairs during your lifetime and helps ensure your legacy is efficiently passed on to the ones you love. With a legacy plan, you can outline your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. You can also designate someone to manage your financial affairs should you be unable to do so.
Alloy Wealth Management founder Mark Henry has specialized expertise in estate planning, and holds the CEP (Certified Estate Planner) designation. We work with fee-based attorneys to help create all the legal documents you need, get them properly filed, and then help you compile a written notebook, including clear directions for each document type so that your loved ones and executors know what to do, as well as what your wishes are.
Estate planning 5:05
We’ll help you understand the differences between wills and trusts. (Trusts can often help you keep your financial affairs private, avoid probate and transfer the maximum amount of wealth to your heirs, and they don’t have to be expensive.) In addition to estate documents, as part of our estate planning service we will help you analyze what insurance may be of benefit to you in transferring wealth with tax-efficiency.
And remember, estate planning requires ongoing review and updates. We’ll help you get–and keep–your final documents up-to-date through the years in conjunction with attorneys. It’s important to know that your beneficiaries on individual policies and assets take precedence over your trust or will documents, and we will meet with you regularly to help update your estate in its entirety as your family and goals change through time.
When it comes to estate planning, you can count on Alloy Wealth Management.