Estate Planning
A pillar of your personal financial plan
Who will benefit from your legacy?
Life is finite, but the financial legacy you leave behind has the potential to impact your loved ones for generations to come. Taking the right steps now can help ensure your assets are protected and your plan is followed to the last detail.
Get in touch with a wealth professional
Wealth transfer preparedness
We partnered with Logica Research to uncover key insights about the behaviors and attitudes of affluent Americans. Here's what they had to say about estate planning.
50%
Don't have a plan in place for transferring their wealth
37%
Haven't prepared a will
60%
Don't have a comprehensive estate plan
Leave direction, not doubt
The right documents—updated and revisited regularly—can help ensure the details of your future legacy are aligned with your current wishes.
How to protect your legacy for your loved ones
The proper titling of assets is an overlooked component of a comprehensive estate plan. Taking these steps can help you pass on your legacy in the manner you intend.
Align with your estate plan
Your assets should be titled in a manner consistent with your wealth transfer objectives, asset protection needs and intent for beneficiaries.
Check asset titling
Ensuring your assets are titled properly can mitigate losses during your lifetime and reduce obstacles for your loved ones after you pass.
Minimize vulnerability
Improper titles can leave your wealth exposed. Meet with your attorney and financial team to explore how your titles can help protect you from creditors and litigation.
Seek professional legal advice
It's important to partner with a qualified legal professional who can help establish your core documents and properly title and protect your assets.
Review regularly
Life changes—and your titles should change with it. Review them regularly with your attorney, CPA and financial team to prevent gaps in your tax or wealth strategy.