Find Estate Planning Solutions Right For Your Financial Goals
At Financial Life Advisors, we recognize the impact your wealth can have on future generations and your community. Whether you aspire to leave a legacy for your loved ones or contribute to broader social causes, we're here to develop tailored solutions that align with your financial goals.
Our team will review your current estate plan documents, including your will, established trusts, power of attorney, or medical power of attorney documents, and provide recommendations for strategies for managing your estate that will provide the greatest impact on your beneficiaries. We’ve established a referral network of trusted professionals who will thoughtfully execute your Estate Planning documents. With our oversight and guidance, you can rest assured your long-term financial strategy will remain on track while we navigate this process together.
Estate Planning
Wills & Trusts
Protect your legacy with our team.
Taking the necessary steps to plan for the financial well-being of your loved ones can often feel overwhelming. As part of our initial financial planning service, we review your current estate plan documents and provide an overall assessment. Our guidance and recommendations will keep your estate plan aligned with your long-term goals. We understand the weight of this responsibility, and as your Advisor, we are committed to ensuring that your wishes are honored.
Power of Attorney or Medical Power of Attorney
Prepare for the unexpected.
We understand that life can be unpredictable; as part of our comprehensive financial planning services, we always review your estate plan documents. Often, we discover that key documents still need to be prepared or updated. Our team will walk you through the importance of your Power of Attorney and Medical Power of Attorney documents. When these documents are prepared correctly and/or updated, they help guide family members or friends to act in accordance with your desired wishes in the event you are unable to communicate them. By ensuring that these documents align with your desired outcomes, we help provide peace of mind and predictability during difficult times.
Estate Tax
Navigate the transfer of wealth with strategic solutions.
We bring decades of experience in aligning estate plans and tax reporting. If you have estate tax concerns, our team is here to guide you through the process, ensuring that you make informed decisions to ease the burden of tax liabilities for your loved ones.
With our strategic approach, we'll work with you to explore various options aimed at maximizing the opportunities and benefits of estate tax regulations. From leveraging charitable planning and annual gifting to utilizing family-limited partnerships and trusts, we'll equip you with the tools and resources needed to design an estate plan that maximizes the benefits for you and your loved ones.
Titling & beneficiary designations
Let’s ensure your wishes are honored.
Often, we meet with clients who have well-established estate plans; however, we uncover small oversights in beneficiary designations during our detailed financial planning process. These minor issues can have significant consequences, potentially leading to unintended gifts or disinheritances. Our Financial Planning process dives deep to ensure your beneficiaries are correctly titled, safeguarding your estate and ensuring your wishes are honored.