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Estate Planning
Planning that goes beyond simple protection
Estate planning is more than identifying who will be a beneficiary of your money upon your passing. Estate planning includes current asset protection, knowing who will make important decisions if you are unable, as well as making sure your wealth is transferred as intended. Through our ongoing relationship with you, we monitor your financial situation and provide analysis and suggestions for estate plan updates as your life changes. Solid planning now will help you achieve your goals over the lifetime of the asset.
Is Your Estate Plan in Good Hands?
Estate Planning Services
- Review documents routinely to keep your estate plan aligned with your goals
- Coordinate accuracy of financial account titling and beneficiary designations
- Collaborate with attorneys to help you develop your will, trust, durable power of attorney, and/or healthcare power of attorney as needed
- Family guidance and education
- Discuss impacts of inheritance on beneficiaries
- Propose and analyze lifetime gifting strategies
- Harmonize charitable giving initiatives during and after lifetime
- Generational wealth transfer guidance
- Long term services and support recommendations
- Charitable giving/family legacy coordination
Related News & Insights
The Importance of Estate Planning
Estate planning is something everyone needs to consider, no matter your net worth. More than just a will, an estate plan is a comprehensive set of documents and instructions that outlines requested actions for the division of assets, executor identification, and setting up any trusts and charitable donations. As a whole, its purpose is to ensure that one’s financial legacy is intact and ready to be passed on to the next generation.
5 Essential Estate Planning To-Do’s
An estate plan is key to making sure that the gift you leave your family or community at the end of your life is received in the way you intend.
Working in partnership with Grand Wealth Management enables our clients to be less concerned about the day-to-day details of managing their finances, while allowing them to stay involved in guiding and monitoring their overall financial picture.
