Estate Plannning

Although we aren’t attorneys, Rightirement facilitates the estate planning process and incorporates the results into your overall financial plan.

In the event of your death or incapacitation, it’s imperative that loved ones have a clear path for managing any remaining assets or obligations. A holistic estate plan can help loved ones focus on grieving and celebrating your memory rather than getting tied up in a legal mess.

The Estate Plan

A comprehensive estate plan isn’t simply about creating a will and making funeral arrangements. That certainly is part of it, but an actual estate plan also involves:

  • Naming an executor
  • Minimizing estate taxes
  • Naming a guardian
  • Establishing durable power of attorney
  • Annual gifting strategy
  • Updating beneficiaries

It’s vital that someone with your wealth establish contingency plans in the event of a catastrophic event. You would do it for your company, so do it for you and your family.

Let us guide you through the estate planning process.

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Rightirement Wealth Partners
4 W. Red Oak Lane, Suite 300 White Plains, NY 10604