Estate Planning

Estate Planning

Save Time & Stress With an Estate Plan

When you hear someone mention estate planning, you may envision having to designate who you would like to give your assets to upon your death, what you want to give them, and when you want them to receive it. However, this is just one component of a comprehensive estate plan.

Aside from designating and directing the distribution of your assets, a good estate plan should also include:

  • Instructions for your care if you become disabled before you die
  • Name of a guardian for minor children
  • Provisions for family members with special needs
  • Gifts to charitable organizations you value or have ties to
  • Business transfer plan effective upon your retirement, disability or death
  • Scheduled reviews and updates to address changes during your lifetime

Most people want to have an estate plan to minimize unnecessary taxes, court costs, and legal fees. It also saves loved ones time and additional stress during a very difficult period. Arvest's team of experienced professionals can work in collaboration with your other advisors to provide a multi-disciplined and integrated approach to estate planning. Their expert guidance can help you make a cohesive plan with your attorney that addresses your personal desires and ensures the assets you cultivated during your lifetime will continue to provide for the future of those most important to you.

Connect with our financial advisors

Give Us a Call

(888) 916-2121