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Estate Planning

Client Centered

Deciding how you would like your assets to be distributed after your death and avoiding costly estate taxes are important components of your financial plan. Without proper planning, your loved ones are left to settle your estate — an expensive, time-consuming process riddled with legal red tape. Fortunately, for many people, creating a solid estate plan is as easy as updating beneficiary designations and drafting a will.

We Have Teamed Up With Helios Integrated Planning

To Offer Affordable Estate Plans 

Every Helios Integrated Estate Plan is state-specific for all 50 states and can include the following:

  • Will
  • Trust 
  • Certification of trust
  • General transfer
  • Property agreement for community property states
  • Financial Power of Attorney
  • Medical Power of Attorney or Advance Health Care Directive
  • HIPAA release
  • Deed(s) for real property (at an additional charge)

Every Helios Integrated Estate Plan has the ability to include language that addresses conduit language for IRA’s, opportunities to convert shares to a Special Needs Trust or postpone distributions in exceptional circumstances (example: drug use), State-specific requirements, flexibility to plan for unknown changes in state and federal estate tax law, and more. This is an example of how Helios only applies attorney-quality documents and language in the final outputs of all Estate Plans.

For more information and to discuss pricing

Contact Us