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Estate Planning Financial Advisors


Estate Planning entails more than simply having a will. While the transfer of your assets is an important part of estate planning, a will or a trust is just one aspect of a broader estate-planning strategy to ensure your wishes are known, honored, and carried out as harmoniously as possible when you’re no longer able to articulate them.

Instrumental Wealth can help you develop a customized estate planning strategy that may include the following:

  • A strategy to reduce or eliminate gift/estate taxes for your heirs.
  • A plan to protect your estate from mismanagement or from claims of creditors or ex-spouses.

In addition to the expertise our team can offer, you’ll want to work with an estate-planning attorney to establish:

  • Health care directives or a living will that specifies the extent to which you want health care professionals to treat you if you become ill or incapacitated.
  • Powers of attorney that grant people you trust the legal authority to act on your behalf in case of sudden accident or illness.
  • A will or trust to ensure your assets are transferred according to your wishes.
  • The naming of a legal guardian for children under the age of 18.

It's time to talk.

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Our approach is integrated, strategic and instrumental in realizing your vision for your wealth.