Prince, Aretha Franklin, and Pablo Picasso all passed away without a proper Will in place.
Leaving this world with a proper Will or Trust in place is a meaningful gift you can give your loved ones. It avoids long legal battles, exorbitant fees, and unnecessary headaches - all things no grieving family wants to deal with. If you haven't already, talk with your financial professional about the future of your estate. They may be able to help you directly or refer you to an estate attorney who can begin the drafting process.
Estate planning is a topic that is commonly ignored. After all, who likes to plan for what happens after they die? Most people have no Estate Plan in place and often don't know where to start.
This checklist will give you a better idea of what questions to ask when creating your estate plan and clarify what will happen to your assets after you're gone.
This checklist covers the key issues to consider when developing your Estate Plan, such as:
- Identifying the appropriate estate planning documents needed for your situation.
- Considering ways for your assets to avoid probate.
- Developing an equitable estate plan that is fair to all heirs involved.
- Understanding how specific accounts or assets may be affected after death.
Work With Us
Wealth Management - Combines ongoing financial planning and investment management. The financial planning fee is waived if we manage at least $500,000 in investments for you. Tax Prep will be included.
Ongoing Financial Planning - Our most popular program now includes tax prep. This is a good fit if you have several goals and want the option to manage your investments. We'll cover everything from spending, insurance, taxes, investments, retirement planning, and estate planning, just to name a few. Our goal is to give you and your family an easy-to-understand comprehensive plan to provide you with confidence you're making the right financial decisions.
One-Time Financial Plan With Ongoing Support - An accelerated version of the service above with additional support for one year after your start date. This service requires prepayment for the year and is offered at a significant discount from the annual pricing for ongoing planning.
Three-Hour Ask Me Anything - This is a good fit if you have 2-3 goals you want help with. These three one-hour meetings need to be completed within three months. The fee for this service is $2,000.
Financial Coaching - Our financial coaching program starts at $99/month. This is ideal for someone who is looking to simplify and automate their finances. We'll also serve as an accountability partner and help you overcome obstacles that may be stopping you from accomplishing your goals. You can learn more about our coaching program here. If you think this program might be a good fit for you, schedule a 15-Minute Demo.
Tax preparation is now part of the ongoing financial planning program. This will be in addition to the Tax Report we already generate for clients and our work with the IRS Withholding Calculator to help prevent our clients from getting a surprise tax bill.
Paying for College
This service is an ideal fit for parents of high school juniors and seniors with a standardized test score (ACT/SAT) and a list of colleges they're considering. This is included as part of ongoing financial planning or as a stand-alone package. This service includes:
- A college affordability assessment
- How Much Colleges Think You Can Afford (EFC)
- If You Qualify for Need-based Grants
- If You Qualify for Merit-based Scholarships
- Help you search for scholarships
- 1 Year Out of Pocket Cost (For Each College)
- 4 Year Out of Pocket Cost (For Each College)