Services

The Smart Estate Plan Protector ℠

Ensure your estate plan works as planned, without using a trust. 

Beneficiary documents

Create a set of verified beneficiary documents

Get organized

Create an Organized Document to Assist You and Your Heirs

Estate Plan

Like a Mini-Estate Plan

Passing Assets

Ensure Assets Pass Quickly and Easily

The Process

 

The Smart Estate Plan Protectorˢᵐ is a step in a 3-part process. Initially, we will discuss the benefits of this review as well as the problems that can occur if your beneficiaries are not properly documented.

Then, we will work with you to review all of your financial assets that may or should have beneficiaries assigned to them, allowing these assets to pass on to your heirs quickly and easily, as well as avoiding probate court and eliminating costly attorney’s fees.

Finally, we will help you to modify and refile your beneficiary designation documents as needed, to ensure that your assets are passed on to your estate in the manner you want.

Benefits

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Avoid unnecessary attorney fees and court costs by avoiding probate

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Ensure your assets will pass quickly and easily onto the persons and charities you want

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Like a Mini-Estate Plan and, in many ways, better than a well & trust (This process is no substitute for a well-planned trust strategy)

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Create an organized document that will assist you and your heirs in locating your assets and contacting the right persons to transfer them

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Create a set of verified beneficiary documents

Get Started

Enroll now to get started with The Smart Estate Plan Protector ˢᵐ.  Discover a better, smarter, safer way to ensure your estate plan works as planned without using a trust.

Helpful Guides and Newsletters

“Top 7 Questions for an Effective Beneficiary Audit”

When was the last time you did a beneficiary audit for your retirement accounts? Ask the right questions.

Featured Newsletters

8 Ideas That Help You Manage a Financial Windfall

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Intergenerational Transfers: Helping Adult Children

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Financial Planning for the Generations

Estate PlanningIn most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all.It is normal, when working with your financial advisor, to focus on the needs of your immediate family. If you are a...

Handling Key Non-Tax Financial Issues When a Loved One Passes Away (Part 3)

Estate PlanningA financially comfortable loved one has passed away. During this time of seemingly endless bad news, that's not an uncommon situation. Sad but true. The now-deceased loved one may have been single or married and may have been a relative or not. In any...

Tax Considerations When a Loved One Passes Away (Part 2)

Estate PlanningA financially comfortable loved one has passed away. In this year of seemingly endless bad news, that's not an uncommon situation—sad but true. The now-deceased loved one may have been single or married and may have been a relative or not. In any case,...

Tax Considerations When a Loved One Passes Away (Part 1)

Estate PlanningA financially comfortable loved one has passed away. In this year of seemingly endless bad news, sadly, that’s not an uncommon situation. The now-deceased loved one may have been single or married, and may or may not have been a relative. In any case,...

Monthly Client Newsletter December 2020

Wrapping up 2020 It’s a new year!  How did you do with your year-end tax planning?  Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right by implementing these tax strategies...

2021 Key Financial Data

Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan in light of changes to...

7 Estate Planning Things You Must Do In the Time of Coronavirus

Estate PlanningIf you get sick and require hospitalization due to COVID-19, you will be immediately isolated from family. So the time to finish up any unresolved advance planning and organization is now.Self-isolation and quarantines have given rise to unique problems...

Last Will & Testament: Add A Letter Covering These 14 Wishes

Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic info, and will save your family significant stress during a...