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Estate Planning

Protecting Your Legacy: Estate Planning and Management

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

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.

Planning for Today and Tomorrow

Proper estate planning can ensure your loved ones are taken care of down the road, but it can also give you confidence for today, as we’ll help you answer key questions which might otherwise keep you up at night.

How can I mitigate the impact of taxes on my estate as it passes to my loved ones? What is taxable and what is not?

What do I need to know about trusts, and should I have one? What kind?

What should I include in my estate plan about health care? Do I need a proxy? An advance healthcare directive?

Do I need to assign a power of attorney? And to whom?

What will happen to my underage children if something happens to me? And how can I make sure their financial needs are met?

How can I protect and provide for my special needs child?

Our Comprehensive Estate Planning Process

Discovery: Identify Your Needs

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

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

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.

Live the Retirement You Can Imagine

One important step in personal finance most people never take is getting their affairs in order. This guide is designed to help you understand how to assemble the critical details of your financial life so you can focus on living the life you want to live.

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