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Estate Planning
Planning that goes beyond simple protection
Estate planning is more than identifying who will be a beneficiary of your money upon your passing. Estate planning includes current asset protection, knowing who will make important decisions if you are unable, as well as making sure your wealth is transferred as intended. Through our ongoing relationship with you, we monitor your financial situation and provide analysis and suggestions for estate plan updates as your life changes. Solid planning now will help you achieve your goals over the lifetime of the asset.
Is Your Estate Plan in Good Hands?
Estate Planning Services
- Review documents routinely to keep your estate plan aligned with your goals
- Coordinate accuracy of financial account titling and beneficiary designations
- Collaborate with attorneys to help you develop your will, trust, durable power of attorney, and/or healthcare power of attorney as needed
- Family guidance and education
- Discuss impacts of inheritance on beneficiaries
- Propose and analyze lifetime gifting strategies
- Harmonize charitable giving initiatives during and after lifetime
- Generational wealth transfer guidance
- Long term services and support recommendations
- Charitable giving/family legacy coordination
Related News & Insights
The Two Advisors Who Should Be Talking (But Often Aren’t)
Jeff Williams sat down with Dan Borst, a partner in the Private Client and Family Office Group at Warner Norcross + Judd, to talk about what effective coordination between advisors actually looks like, and where plans go wrong when it’s missing.
The Benefits of Creating a Will vs. a Trust
When it comes to estate planning, one of the most common questions we hear from clients is: “Do I need a trust, or is a will enough?” Both tools serve an important role in wealth transfer, but they offer different benefits depending on your financial goals, family structure, and long-term intentions.
5 Essential Estate Planning To-Do’s
An estate plan is key to making sure that the gift you leave your family or community at the end of your life is received in the way you intend.
Working in partnership with Grand Wealth Management enables our clients to be less concerned about the day-to-day details of managing their finances, while allowing them to stay involved in guiding and monitoring their overall financial picture.
