Plan your estate. Provide for loved ones.
Estate planning is a good place to start if you want to feel good about taking care of loved ones and causes you care about. After all, 71% of Americans say having a well thought out estate plan would help them feel like a good spouse or parent.
That's where Covenant Wealth Advisors' estate planning advice can help. Together, we'll help you understand the legal and tax requirements of transferring wealth to your heirs. We'll also help integrate your estate plan into your overall financial plan.
From providing for a surviving spouse, to fulfilling your philanthropic goals, to funding future education for children and grandchildren, proper estate planning gives you the advice you need to carry out your intentions.
Why do I need estate planning?
Properly Title Assets for Beneficiaries
This is an area that’s often overlooked when an estate plan is drafted. There are 5 types of beneficiary designations and we can help you make the best decision.
Maximize Your Charitable Giving
If you are charitably minded, giving can be a great strategy to reduce the size of your estate. But there are many strategies to maximize your gifts and reduce your taxes. We can help.
Reduce Probate Expenses
Estate planning can provide an objective lens on how to reduce probate expenses.
Transition Your Estate Seemlessly
We'll help make sure your estate transitions to heirs the way you intend by collaborating with your estate planning attorney or one of ours.
Take Care of Your Spouse
Making sure that your spouse is well taken care of after your death can be a big concern. A well thought out estate plan can position your finances for lasting impact.
Tie Your Estate Plan to Your Financial Plan
Often times individuals draft a will or trust with their attorney but never actually title their assets properly. This can be a costly mistake. We'll read your wills, trusts, and estate planning documents to ensure that your estate documents are actually tied to your financial plan.
Estate Planning Can Help You Answer Many Questions
Are my account beneficiary designations correct?
Do I need to update my will?
Do I need a trust?
How can I minimize estate taxes?
How can I ensure my spouse will be financially okay after I die?
What's the best way to gift during my lifetime?
How can I maximize my charitable donations?
How can I make sure my children don't spend their inheritance too quickly?
Excellent Partnerships. Better Advice.
Contact us to talk to a financial advisor.