Estate planning is about deciding what should happen to the things you’ve worked hard to build and making those wishes clear to the people you care about.
It can also help answer important questions such as who should make financial or healthcare decisions for you if you cannot make them yourself.
Estate Planning Is About More Than a Will
A complete estate plan may involve several important documents and decisions.
Who should receive your assets? Who would you trust to handle your affairs? Who should make healthcare decisions for you? Are the beneficiaries listed on your retirement accounts and insurance policies consistent with your wishes?
These decisions can easily be overlooked, especially as families and financial circumstances change.
Making Estate Planning More Accessible
We have partnered with Wealth.com to give our clients access to modern estate planning technology and resources designed to make the process easier to understand and complete.
We help you consider how your estate plan fits with the rest of your financial life and can work alongside the appropriate legal professionals when legal advice is needed.
Your Financial Plan and Estate Plan Should Work Together
An estate plan shouldn’t exist separately from everything else.
Your investments, retirement accounts, insurance policies, property, and beneficiary choices can all affect how your assets ultimately pass to the people and organizations you care about.
Our role is to help connect those pieces, so your financial and estate planning decisions are working toward the same goals.
Sync Wealth Group and its financial professionals do not provide legal advice or legal services and are not acting as attorneys in connection with Wealth.com or any estate planning matter. Wealth.com is a third-party service and is not a law firm. Information provided by Sync Wealth Group regarding estate planning is intended for general educational and financial planning purposes and should not be construed as legal advice.
Clients are responsible for the information and elections they provide through Wealth.com and for reviewing any documents produced through the platform. Clients should consult a qualified attorney regarding their individual legal circumstances, the legal effect or suitability of estate planning documents, and any questions requiring legal advice. Use of Wealth.com does not create an attorney-client relationship between the client and Sync Wealth Group or its financial professionals.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality.
