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The Estate Planning Process

Developing a proper estate plan takes thoughtful planning with your loved ones and estate planning professionals.  Important estate planning objectives can include:

• Providing for loved ones

• Retaining control over your assets

• Avoiding probate

• Eliminating unnecessary taxes

• Preparing ourselves in the event of disability/incapacity

There are a number of techniques/instruments that can be employed to ensure your objectives are achieved; among them are: trusts (living or irrevocable), wills, gifts, property titling, and beneficiary designations.

At PlanVest Financial, we work closely with your attorney and tax advisor to help organize your financial affairs to ensure that your wishes are carried out after your death, to make the transition easier for those you leave behind. 

Estate Planning Content

Principles of Preserving Wealth

Principles of Preserving Wealth

We create strategies that are tailored to your needs and goals.

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Estate Management 101

Estate Management 101

Years of experience have prepared us to guide you through your life transitions.

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When Do You Need a Will?

When Do You Need a Will?

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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