Protecting Your Legacy: Estate Planning and Management
No financial plan is truly comprehensive without an effective estate plan. You’ve built a legacy for your loved ones. Let us help you protect and safeguard its full potential, so it can be a lasting legacy for years and generations to come. Protect your assets and ease the burden left on your loved ones. Let’s make a plan, together.
Leading You Through Complex Estate Issues
The estate planning specialists at Totus Wealth Management are highly experienced and take a personalized, detailed approach to every estate plan. Your specific circumstances are unique, and instances involving complex assets, complex family situations, medical issues or other complicated conditions require a knowledgable, experienced touch. We’ll work closely with you and your legal and tax advisors to develop a comprehensive plan to prepare for the complex, the inevitable and the unexpected.
Discovery: Identify Your Needs
Once we’ve gathered all the necessary information through our in-depth discovery process, we’ll work closely with your estate planning attorney to develop your legal strategy and detailed estate plan. This can include your last will and testament, a trust, financial power of attorney and healthcare power of attorney, as well as any advance directives.
Design: Design and Review Your Plan
Once we’ve identified your needs and devised your estate plan, we’ll review your plan with you in detail, answer your questions and make any necessary adjustments to suit your preferences. Then, we’ll work with your attorney to draft your documents and prepare your estate plan for implementation ensuring that your wishes will be kept.
Maintenance: Keep Your Estate Plans Current
As a Totus client, your custom estate plan is an integral part of your overall, holistic wealth management plan. For this reason, you can trust that we will be vigilant about keeping your estate plan documents up to date to reflect the latest changes, ensuring that everything is properly referenced and included.