Estate planning is essential for ensuring that your hard-earned wealth is distributed according to your wishes. However, it involves more than just executing legal documents. A comprehensive financial plan forms the foundation of effective estate planning by helping you quantify your assets, determine your priorities, and make informed decisions about legal documents and strategies.

Key Questions to Consider:

• Future Estate Outlook

  What will my estate look like in the future?

• Legal Documents

  Are basic wills and standard documents sufficient, or will we need trusts to organize assets, mitigate taxes, or protect assets from long-term care spend down?

• Estate Administration Roles

  Who can play key roles in my estate administration, such as guardian, executor, and trustee?

While it is the attorney’s role to offer professional guidance and execute the details of your estate plan, at Sequoia Financial Group, our role is to help you define your goals so that your financial assets align with them. This process is designed to educate you on the various estate strategies available to achieve your objectives and prepare you to meet with an attorney to execute a well-constructed estate plan.

Equitable Advisors, its affiliates, and financial professionals do not provide tax or legal advice or services.