Build Your Legacy
At Chartered Financial Services, we provide expert guidance through every step of the estate planning process. Our team collaborates closely with your estate planning attorney to develop personalized, comprehensive strategies that reflect your unique financial goals and family needs.
We guide you through the essentials of estate planning so you understand how your assets will be managed and how the plan supports your long-term goals. Once your documents are finalized, we help organize and align your assets to protect your wealth and ensure it’s passed on according to your wishes, preserving your legacy, reducing taxes, and provide clarity to you and your loved ones.
With Chartered Financial Services, you gain a trusted partner committed to aligning your estate plan with your broader financial strategy.
FAQs
What is estate planning?
Estate planning is the process of organizing and directing the distribution of one’s assets and property after death or due to an incapacity. It involves the creation of a comprehensive plan to to help with the transfer of wealth to loved ones in an unencumbered and tax-effective manner. The benefits of estate planning include:
- Protection of assets: Estate planning helps to ensure that your assets are protected and distributed according to your wishes; to whom you want, when you want, and how you want.
- Avoidance of probate: Estate planning can help to avoid the time-consuming and costly probate process.
- Tax savings: Estate planning can help to minimize taxes and ensure that your wealth is transferred to your loved ones in a tax-efficient manner.
- Confidence: Estate planning can give you confidence that your affairs may be in order and the people you care about may be taken care of after your death.
- Control over your legacy: Estate planning gives you control over how your assets and wealth may be distributed after your death.
Our team of experienced financial advisors work with estate planning attorneys to provide you with personalized and comprehensive estate planning solutions. Whether you’re looking to create a simple Will or establish a complex trust, we will work with you to design an estate plan that reflects your needs and goals.
How do I get started with Estate Planning
To get started with estate planning, simply schedule a consultation with one of our experienced financial advisors. During the consultation, we will discuss your goals, assets, and financial situation and educate you regarding estate planning solutions. Our team is dedicated to providing you with personalized and knowledgeable guidance every step of the way.
Estate planning is a crucial step in helping to ensure that your assets and wealth are protected and distributed according to your wishes. Contact us today to learn more about our estate planning services and how we can assist with the preservation and transfer of your legacy.
Chartered Financial Services and its representatives are not estate planners. They do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.