Cincinnati-based estate planning services for clients across the country.
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Estate Planning is a critical component of wealth management. It’s also an area that can be intimidating to think about and overwhelming to address. Who will inherit your property when you are gone? How do you transfer assets in the most efficient way possible? Who will make financial and medical decisions for you if you’re unable to do so for yourself? These are some of the questions you’ll address through the estate planning process.
But family estate planning should go beyond determining who gets what and how to avoid taxes. It should reflect the dreams you have for your family and how to achieve them after you’re gone. It should reflect how you lived – and how you want to be remembered.
That’s why our financial advisors go the extra mile to engage with you to help your Estate Plan accurately reflect your unique goals. As time goes by, we’ll monitor your Estate Plan and work with you and your estate planning attorneys to make any needed updates along the way.
A trust-based estate plan allows you to designate how your assets will be managed and distributed while avoiding probate, ensuring privacy, and control over your legacy.
A will-based estate plan specifies how your assets will be distributed upon your passing and can include guardianship directives for minor children.
A Healthcare Power of Attorney authorizes someone you trust to make medical decisions on your behalf if you’re unable to do so, ensuring your healthcare wishes are followed.
A Durable Power of Attorney appoints a representative to manage your financial and legal affairs if you’re incapacitated, providing continuity in your financial life.
Living Wills outline your preferences for end-of-life care, detailing medical treatments you wish to receive or decline if you’re unable to communicate your wishes.
We offer to cover the cost of your estate planning legal documentation. Depending on your total assets under management, the fee reimbursement will be between $750-$5,000.
Once all or a portion of the upfront estate planning credit is used, an accumulating credit begins to accrue to help cover the cost of future estate plan updates.
Discover our approach to coordinated wealth management where your investments, financial planning, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee.
