Estate and Trust Planning
Estate & Trust Planning
We know creating a plan for your estate is about much more than transferring your wealth or optimizing taxes. It’s about your intentions, values, family and legacy. It’s about creating the groundwork for positive change. By anticipating and leveraging the distinct financial complexities of each generation of your family, we help maximize your impact both throughout your lifetime and well into the future.
What you may be thinking:
- Will my family’s wealth be safeguarded for generations to come?
- How can I ensure the legacy I leave is significant and lasting?
- Have all my essential documents been created and updated recently?
- How can I help family and charitable causes now and in the future?
- Who will be responsible for carrying out my wishes?
First and foremost, our view of your bigger financial picture helps us to best align your financial strategy with your estate plan and make sure they’re working in tandem toward the same goals. We help you fully understand the language and intent of your estate plan and collaboratively review it on a regular basis to ensure it remains as up to date and beneficial as possible, especially as estate laws change over time. We believe our broader purview puts us in a unique position to help ensure that all of your objectives are met.
How Buckingham Helps
Our Estate & Trust Planning Conversations
- Family Wealth Transfer Planning
- Estate Plan & Trusted Contact Review
- Estate Tax Analysis and Mitigation Planning
Estate & Trust Planning correlates with these other wealth management conversations.
Net Worth Development
Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.
Shape your financial picture with smarter, more tax-efficient strategies.
Support causes that align with your values while better positioning your financial future.
See our latest thoughts and insights on Estate & Trust Planning.
August 29, 2018
What Are a Good Estate Plan’s Essential Elements?
Establishing a solid estate plan is critical regardless of you age, health or wealth. Michael McAninch discusses the documents that make up a good plan and what to consider when creating each.Read the article
April 22, 2020
Stuff to do While Quarantined: Fill out Your Estate Planning InventoryRead the article
September 26, 2018
Establish an Estate Plan Aligned with Your Objectives: What Is a Living Will?
One key element of a comprehensive financial plan is a proper estate plan. Tom Bodin digs into one important aspect of the estate-planning process, specifically, the creation of a living will.Read the article