Estate Planning
A coordinated plan for how your wealth transfers, who manages it, and how much of it stays in your family versus the tax bill.
Overview
Estate planning is the structure that determines how your assets are owned, managed, and transferred — during your life and after. It coordinates beneficiary designations, account titling, trusts, and Powers of Attorney so your wishes are followed and your estate avoids probate where possible.
A well-built estate plan minimizes taxes, names the people you trust to act for you if you cannot, and makes your intentions clear to avoid family conflict. It also coordinates with the beneficiary designations on your retirement accounts and life insurance — which override a will.
We work alongside your attorney to align the financial side of the plan — account titling, beneficiary designations, trust funding, and insurance — with the legal documents, so nothing falls through the cracks.
Key Benefits
- Minimizes estate and inheritance taxes
- Avoids probate and public estate proceedings
- Names trusted decision-makers if you're incapacitated
- Coordinates beneficiaries across all accounts and policies
Interested in Estate Planning?
Share a few details and a Lionheart advisor will reach out to answer your questions and see if estate planning fits your plan.
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