Estate Planning Services
Your wealth can do much more than serve you in life. It can serve as the foundation of your family’s long-term stability and comfort as well as secure your legacy for subsequent generations. Portfolio Advisors has the expertise and knowledge to help you find the resources you need to develop a plan that will last long after you’re gone and ensure your name and values carry on well into the future. Whether you already have an estate planner attorney or need a referral, we can stand by your side throughout the estate planning process.
Why Expertise Matters in Estate Planning and Charitable Giving
When the day comes that you’re no longer here to provide direction, how will your assets be distributed and protected? You might assume it will be easy to transfer your wealth to the next generation, but complications can make this extremely difficult for your heirs and beneficiaries to untangle. At the same time, you may want to establish a means for your assets to benefit causes that are near and dear to you. Making these plans can be extremely complex, even when working with experienced attorneys.
This is why it helps to have someone by your side who can make sure your intentions are translated into an actionable plan. We speak the same language these attorneys do, meaning we can serve as a critical intermediary between you and them. This not only means we can help you understand what’s being proposed, but we also can serve as your representative in terms of providing information and moving ahead with the plans. We can take a lot of the burden off your shoulders so you can stop worrying about whether or not everything goes to plan. In certain cases, we also can host family meetings with you, your attorneys, and your family members to make sure everyone is on the same page to prevent any unpleasant misunderstandings in the future.
We will review any estate planning documents throughout the course of our relationship, as well. This can be invaluable if your circumstances or estate tax laws change so you’re always up to date. These estate planning services are critical for securing a solid financial future for your loved ones.
If you prefer not to work through an attorney, you can submit your own plan to us through the Wealth.com platform. This can be a cost-effective way to complete your estate plan with secure digital storage of any and all documents related to it. This can be a great way to get started on a basic estate plan without the need for attorneys being involved right away.
How Our Approach Works for Your Goals
Financial planning for the future can be tricky, and you need to be confident that the advisors you choose will have your best interests and goals in mind. As a fee-only fiduciary, Portfolio Advisors gives you that confidence.
Because we’re a fiduciary, we don’t do anything without ensuring your needs are put first. We hold ourselves to strict codes of conduct that guide every decision we make on your behalf. We’ll also be there to provide you with easy-to-understand explanations of even the most complicated concepts related to your plan, so you’ll always know exactly what we’re doing throughout the estate planning process and why we’re doing it.
Approach the future with faith that your wealth will continue to serve your family and your values even in your absence. The financial advisors at Portfolio Advisors want you to face the road ahead with confidence and a feeling of security. To learn more about what we can do for you, get in touch to speak with a member of our team and schedule your first meeting.
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For more information on the CERTIFIED FINANCIAL PLANNERTM credential, please see our Disclosures page. Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither customized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Comprehensive financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. Clients are free to accept or reject any planning recommendations provided by the firm and may choose to implement accepted recommendations with the professional(s) of the client’s choosing. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client’s tax bracket and financial circumstances, coordination with the client and the client’s other engaged professionals, market conditions, and other factors. Portfolio Advisors, Inc. is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.