Estate Strategies

Having estate planning documents, such as a will or living will, doesn’t always mean all of your estate planning goals are being accomplished.

There is incredible value in forging a partnership between your financial advisor and estate attorney. Including a wealth advisor in your estate planning can:

  • Help you exert your influence on transferring your assets and values upon illness or death.
  • Offer guidance in helping you think about how you might want to divide your assets between descendants or charities.
  • Plan to mitigate or prevent extra costs, such as death taxes and/or probate costs.
  • Help you plan to preserve your legacy.

Our advisors at The BlackOak Group have tremendous experience and knowledge when it comes to protecting your wealth. At The BlackOak Group, we do not provide legal advice but we can work with your legal counsel to help ensure you not only a have strong estate plan, but that your finances are secured as well.

A comprehensive wealth strategy includes estate strategies.

For an analysis of your estate plan, contact The BlackOak Group today.