Our Goal: A Thoughtful and Smooth Transition
The Legacy, Estate & Care Plan is designed to ensure your loved ones and institutions receive all that you have planned for them. And to implement a plan that provides a smart and smooth transition from you to them. By taking a proactive approach, we help you develop a strategy that accounts for financial, legal, and healthcare considerations.
Our Services
Key Benefits of the Legacy, Estate & Care Plan
Organize Foundational Estate Plan
We help you establish a solid foundation, including wills, trusts, and beneficiary designations, to reflect your wishes accurately.
Analyze Potential Healthcare Burdens
Evaluating healthcare costs and long-term care options allows you to prepare for potential expenses and protect your family’s financial future.
Build an Estate Plan to Meet Goals and Values
Your estate plan should align with your personal values and long-term objectives, ensuring your legacy is preserved according to your wishes.
Understand Options That Could Be Most Beneficial for Your Family
We guide you through various estate planning strategies to identify solutions that best serve your family’s unique needs and circumstances.
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The Importance of Designating Beneficiaries
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
Our Estate & Legacy Planning Process
At D&S Wealth Management Group, we understand that estate and legacy planning involves deeply personal decisions. It’s not just about managing assets—it’s about creating a plan that honors your values, provides for your loved ones, and reflects your long-term goals.
Our structured, personalized approach is designed to simplify complex decisions and bring clarity to the process.
Reviewing Your Current Estate Plan
We assess your existing documents and arrangements to identify areas that may need adjustments or enhancements.
Aligning Your Plan with Your Goals
Your estate plan should reflect your financial goals, family dynamics, and long-term vision. We help create a strategy that aligns with your objectives.
Collaborating with Legal and Healthcare Professionals
While we do not provide legal advice, we can work alongside estate attorneys and healthcare professionals to help implement your plan effectively.
Adjustments
As your life changes, so should your estate plan. We provide regular reviews to help keep your plan up to date and aligned with your evolving needs.
Why is estate planning important for my family?
How can I protect my assets from long-term care costs?
What’s the difference between a will and a trust?
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