The Art of Wealth Management

Estate Planning   

Estate planning can be difficult. Most of us delay addressing this matter because it forces us to face our own mortality. However, estate planning is a critical part of ensuring your financial well-being – and protecting your beneficiaries.

As your Dodds Wealth Management Group Financial Advisors, we’ll guide you step-by-step through the estate planning process in an easy-to-understand manner. And we’ll help coordinate an estate plan that will take care of you and your beneficiaries.

Needs analysis

Every member has different estate needs. Trying to serve each member with the same type of estate planning is a disservice. Our team of financial advisors begins by conducting a needs analysis to determine the appropriate financial strategy for you, based upon the size and complexity of your estate.

Once we have  a comprehensive estate plan, we will discuss the results with you – and meet with your estate attorney (or refer you to a qualified professional).

Co-ordinate meetings with estate attorneys

The estate planning process involves complex concepts and legal language. Our Dodds Wealth Management Group team members help you sort through this to help you pursue  your objectives. As part of the estate planning process, we’ll meet with your estate attorneys, explain your estate at future meetings, and even include your heirs in the discussion (at your request). We provide these services because we feel they’re an important part of giving you the best comprehensive financial care.

Trust review for new members

Too many mistakes are made with trusts that can nullify the intended implementation  of the trust. For example, assets may not have been transferred into the trust or they may be  improperly titled. To prevent this from happening to you, we review your trust to make sure everything is up-to-date and in order, and that your trust instructions are appropriate.

Beneficiary reviews

As your life changes, your beneficiary designations may need to change, too. We review your current designations to make sure they’re still appropriate – and may recommend adjustments to ensure that your interests and intentions are protected.

Title reviews

Accuracy is critical with titles. We verify that the titles of your assets are correct and match your intentions and estate plan (including trusts, property titles, and more).

Click here for a consultation with one of our financial advisors to talk about your estate planning needs.