What Is Estate Planning?
Estate planning is an umbrella term for a variety of comprehensive tasks that help you manage your finances, assets and estate should you become incapacitated or pass away. Estate planning enables you to make arrangements in advance, such as naming guardians for heirs, communicating medical requests and transferring properties.
Other estate planning tasks can include:
- Inventorying assets
- Setting up trust accounts
- Naming an executor of your estate
The Role of an Estate Planning Advisor
No matter how large or modest your estate is, working with an estate planning financial advisor can assist you in gathering these complex documents and ensuring your wishes are met. All advisors are legally bound to act on your behalf and will help you navigate sensitive topics like illness, death, finances and family dynamics.
At Vilardi Financial Center, we offer professional assistance in creating a legal plan for the distribution of assets and property after death. We understand the complexities of financial services, which is why we provide customized solutions to help you achieve your exact aspirations.
- Making funeral arrangements
- Paying bills and taxes
- Writing living and lasting wills
- Appointing a durable power of attorney
- Distributing bequests
