The Estate Plan
Estate planning is the process of creating a master plan for managing property during life and distributing that property at death. An important part of estate planning analysis is selecting and implementing the most appropriate strategies for your wealth management approach. Larger estates involve complex strategies and demand a team approach. Your Pinnacle Wealth Manager will act as your coordinator and is supported by a team of specialists, including an estate planning attorney, a CPA, and other needed advisors.
In general, estate planning will afford you more control over your assets during your life; provide care if you incur a disability; and allow for the transfer of wealth to whom you want, when you want, at the lowest possible cost. Done correctly, an estate plan will coordinate with your overall investment, business, and insurance plans. Common estate planning issues addressed in the wealth management process include wealth transfer, minimization of transfer taxes, asset protection, and charitable giving.
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