Estate planning addresses all the things we don’t like to think about. To approach this sometimes-difficult process, start by defining your goals and objectives.
The Proverbial Peace Of Mind
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
An effective estate strategy can spell out your healthcare wishes and ensure they’re carried out—even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Estate Management 101
When you partner with Evans Investment Advisors, we ensure you are educated and comfortable with the principles of preserving wealth and the fundamentals of estate management. While we are not attorneys, we work closely with them as trusted partners. Having worked with many attorneys over the years we can provide you with several referrals if needed. In addition, it’s imperative to understand:
- How federal estate taxes work (and the strategies on how to reduce them)
- Estate management documents and tactics
- Trust and will design
Get Started Today
Where are you in your financial journey? Whatever your age, connect with a comprehensive wealth management partner.