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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.


Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.