Financial wellness is about more than building wealth—it’s about protecting what you’ve built. Too often, families assume that a simple will is enough to safeguard their future, only to discover its limitations when life throws them a curveball.
Take the Petersons, for example. When their father passed away, his will outlined how his assets should be divided. But the will alone didn’t account for probate, which delayed the process and created unexpected costs. Worse, his retirement accounts had no beneficiary listed, leaving the funds tied up in court. For a family already grieving, these complications added unnecessary stress.
An estate plan goes beyond a will to provide a complete strategy for protecting your financial wellness. This includes:
Trusts: A trust may help you avoid probate, protect assets from creditors, and provide ongoing support for your loved ones.
Powers of Attorney: These documents ensure that someone you trust can make financial and healthcare decisions if you’re unable to.
Tax Strategies: Proper planning can minimize estate taxes, leaving more for your heirs.
Estate planning isn’t just for the wealthy or the elderly—it’s for anyone who wants to ensure their financial goals are aligned with their long-term security.
This year, take control of your financial future. Request a Consultation or Register for a Workshop to learn more.
Trusts & wills
Here’s a story you wouldn’t believe if it weren’t true: a TV executive dies, leaving behind a multimillion-dollar estate - and a legal battle between his estranged wife and long-term partner. Properties across Europe.
·2 min read
Trusts & wills
When Rick and Susan drafted their estate plan 20 years ago, they felt an enormous sense of relief. They created wills, set up a trust for their kids, and designated guardianship in case anything happened to them.
·2 min read
Keeping a plan current
Across the country, families are gathering for Friday night lights, Saturday college rivalries, and Sunday afternoons spent cheering on their favorite teams.
·4 min readThe workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
Estate planning is a process, not an event. Start with a Right Fit Call: a short, no-pressure conversation to see whether we are the right firm for your family, and what a plan that walks alongside you would look like.
