Estate Planning

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Estate Planning

The most important thing you can do for yourself, your loved ones, and your legacy is to make sure you properly organize your financial affairs. You have worked hard to accumulate assets and build a strong financial foundation. We work with you to create a plan that both meets your goals and addresses any concerns or problems. We also seek to maximize wealth transfer and minimize taxes. We start with the essential documents that include Medical and Property Durable Powers of Attorney. We want you to be comfortable knowing that if you become incapacitated, you have someone you trust to take over health and financial decisions. We also discuss the pros and cons of using Wills versus Revocable Living Trusts. We take that a step further to make sure we protect your assets, we control the appropriate distribution of your assets, and help you preserve your legacy.

Our experienced team works with you in three main areas:

  • Protecting Assets
  • Controlling Distribution
  • Preserving Your Legacy

Schedule your complimentary consultation with Hundman Wealth Planning today.

Protecting Assets

We understand you want your estate to have to pay as few inheritance and gift taxes as possible. You also want to try and shield your assets from any creditors. We work with you to structure your assets during your lifetime so that you can continue to enjoy the fruits of your labor, while also preparing for the future after you pass on.

Because laws are constantly changing, we monitor any state or federal legislation that may affect your estate planning. The most successful estate plans are not “set it and forget it”. The best way to protect your assets is to use an aggressive and ongoing approach. As your assets change and as legislation alters the tax consequences, we work with you to make sure your estate plan is always up to date.

You deserve the most complete asset protection possible.

Controlling Distribution

You worked too hard during your lifetime to let someone else decide how to distribute your assets. We believe the first principle in solid estate planning is to listen. We listen to you as you describe your goals and objectives for your assets. We then create a plan that will accomplish your objectives while still keeping the tax consequences as minimal as possible.

Controlling the distribution of your assets is about more than just having a will. Depending on your goals and assets, you may need a variety of different legal structures. We work with you to make sure you have all of the critical documents that are essential for managing your estate in accordance with your wishes.

Preserving Your Legacy

We believe that estate planning is about much more that just organizing your assets for your heirs. It is also about preserving your legacy and ensuring you always have the highest quality of life possible.

In addition to making sure you have a will, and trust where appropriate, we also make sure you have critical health care documents prepared such as a:

  • Living Will
  • Power of Attorney
  • Durable Power of Attorney for Healthcare
  • Living Trust
  • Advanced Directive

One of the best ways you can protect your family and loved ones is to make sure you make critical decisions about your healthcare should you ever become incapacitated, and your end of life care, while you are still healthy. This helps to preserve your legacy and makes sure you are able to continue to live your life on you terms.

If you have any questions about your estate planning needs, contact us today to setup a consultation.