Estate Planning
Estate planning considerations are a critical component of our holistic approach to financial planning.
We work closely with our clients and their attorneys to ensure that estate plans are closely aligned with the client’s overall financial plans:
- Encourage periodic review of estate documents and remind clients to update plans with major changes in legislation or family circumstances.
- Assure assets are titled properly and beneficiary designations are made to support estate plan implementation keeping client family objectives in mind. Focus on beneficiary designations of life insurance policies and retirement accounts.
- Provide a comprehensive listing of client’s assets and liabilities, including historical cost basis.
- Analyze the impact of inherited IRAs on the designated beneficiaries.
- Provide fully integrated trust administration services working closely with non-bank trustees. Includes philanthropic giving and the use of CRTs, CLT’s and Donor Advised Funds.
We have developed and published many helpful resources to help our clients and estate attorneys with estate planning needs.
Checklists & Worksheets
We have the tools to help you get your financial house in order.
Brochures & White Papers
Recorded Webinars
Blog Posts
We focus on ALL areas of financial planning, not just investments. Click here to learn more.
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Recipients should not act on the information presented without seeking prior professional advice. Check with your advisor about your specific situation or contact Copper Leaf Financial at 802.878.2731.