Estate Planning
Estate planning is an integral part of financial planning whereby clients can specify how their assets will be managed should they die or become incapacitated. Effective estate planning encompasses a range of legal and financial strategies designed to ensure that the client's wishes are carried out while minimizing tax impacts on the estate and heirs. The process includes the creation of wills, trusts, and other legal documents that outline the distribution of assets, the appointment of guardians or executors, and the management of outstanding debts and obligations in conjunction with implementing tax-mitigating strategies.
Great Point Advisors’ approach to estate planning is comprehensive and tailored to each client's unique goals and circumstances. Our experienced team works closely with individuals to develop customized strategies to ensure their wishes are delineated and carried out on the most favorable terms. Effective, robust estate planning provides peace of mind and reduces the strain on loved ones during a difficult time.