Estate Planning
Estate planning is a critical component of financial planning. As experienced wealth advisors we’ve found that people often have pieces of an estate plan set up but fail to make sure all of the pieces work in concert with one another. Adaptive Wealth Engineering’s goal is to identify clients’ financial objectives and develop a plan that maximizes the value of their assets and minimizes potential disputes or legal challenges. We’ll provide guidance on the various options available for transferring assets such as trusts or gifting strategies and ensure that the plan is in compliance with all relevant laws and regulations. Below you’ll find a list of our estate planning tools.
- Estate planning analysis and consultation
- Retirement planning and distribution strategies
- Wealth preservation strategies
- Estate and gift tax planning
- Charitable giving planning and strategies
- Life insurance and annuity planning
- Long-term care planning
- Trust funding and management
- Family wealth transfer planning
Don’t put off planning for your future any longer. Book a meeting with us today to schedule a meeting with one of our experienced financial advisors and begin creating your customized estate plan.
Estate planning checklist, can your heirs locate critical documents easily?
- Your will
- Trust documents
- Life insurance policies
- Deeds to any real estate, certificates for stocks, bonds and annuities
- Information on your bank accounts and safe deposit boxes
- Information on your retirement plans, 401(k) accounts or IRAs
- Information on debts you have: Credit cards, mortgages and loans, utilities and unpaid taxes