Estate Planning

Estate Planning

We help our clients plan for the future. While much of that planning focuses on helping you live the life you envision, it’s critical to also plan for what happens after you’re gone. Your estate plan may be relatively simple to execute with just a will and beneficiary designations. Or it may require more complex trust strategies. We start by understanding your goals, then determine a way to accomplish them in a clear and tax-efficient way. What are your priorities?

I want to know that my family is protected
If you were no longer here, what would your family’s future look like? While nobody can eliminate the pain involved in such a scenario, we can plan to ensure that your family will have the resources that they need to move forward free from financial stress and excessive liabilities. We’ll always be by your side, ready to help you and your family through whatever the future holds.

I want to leave a legacy
You want to know that your financial success will benefit others after you die. Whether it’s leaving money to future generations of your family, bequeathing assets to a charitable cause, or memorializing your life’s work, we will help you come up with a plan that will fulfill your goals and minimize the tax burden that you leave behind. We’ll also continue to work with your spouse, children, and grandchildren to ensure that your wishes are carried out and that your family has the expert financial support they need.

I worked hard for my money, and I plan to enjoy it while I’m alive
We want you to enjoy it, too. But we can’t plan to spend our last dollar on our last day – we need a safety cushion. Even if you don’t have a clear idea of where you want your remaining assets to go after your death, we’ll help you think through the relevant issues to come up with a plan that will ensure that whatever is left will keep working the way that you want it to.

Whatever your priorities are, we will also make sure that you have the proper estate documents in place (wills, powers of attorney, trust documents, beneficiary designations, etc.) to carry out your estate plan. We have an extensive network of outstanding legal experts that we can tap into. If you need a referral, we can help you. If you already have the legal support you need, we’re happy to work closely with them, too.

Odyssey Group Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

To explore how we can guide you on your financial Odyssey, contact us today!

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