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Intro To Estate Planning

We discuss your end of life wishes and then assist to ensure that your estate will be distributed in its desired manner.  We will share our strategies to reduce and/or eliminate estate taxes and probate costs. We will serve as your liaison to independent attorneys who will draft your estate documents, which generally will include some or all of the following:

Legal Documents to create a plan to manage your Personal and Financial Affairs in the event you become disabled or incapacitated


* Durable Power of Attorney

You can designate a trusted person to handle your financial affairs if you are unable to make decisions due to a temporary or permanent incapacity.  You also designate a successor financial agent.  The document provides detailed instructions about the agent’s authority.  It avoids the need for a guardianship.


* Designation of Healthcare Surrogate

You can designate a trusted person to make medical and residential decisions for you in the event you cannot communicate or, are incapacitated.  You also designate a successor medical agent.  It avoids the need for a guardianship.


* Living Will

A living will declares your wishes concerning the provision, withholding, or withdrawal of life-prolonging procedures if you are diagnosed with a terminal condition where there is no medical probability of recovery or, cure.


* Designation of Preneed Guardian

A competent adult can appoint a preneed guardian for themselves or, their minor child in the event the adult becomes incapacitated or, dies.  The guardian can make medical and financial decisions for the incapacitated adult or, minor child.


* The Benefits of Planning

As life expectancies increase, more people are interested in creating a management plan for their financial and health care needs.  Strategic Wealth Advisors, LLC, along with a qualified attorney, are devoted to educating and counseling clients about their legal right and planning options so they can make the best informed decision.  Proper and timely planning has numerous benefits such as:

·       Maintain one’s privacy and dignity;

·       Maintaining one’s independence and control over personal decisions and financial affairs;

·       Minimizing federal estate taxes and expenses associated with probating an estate.