Estate Planning
Securing Your Legacy: Estate Planning and Management
A crucial part of any comprehensive financial plan is an effective estate strategy. You've worked hard to build a legacy for your loved ones. Let us assist you in safeguarding its full potential for future generations. Protect your assets and alleviate the burden on your loved ones. Let's create a plan together.
Leading You Through Complex Estate Issues
At Sphinx, our estate planning specialists bring extensive experience and personalized approach to every estate plan. We understand that your circumstances are unique, especially in cases involving complex assets, intricate family dynamics, medical considerations, or other challenging conditions. Collaborating closely with you and your legal and tax advisors, we develop a clear plan that addresses complexities, prepares for inevitabilities, and anticipates the unexpected.
Planning for Today and Tomorrow
Careful estate planning not only secures the future well-being of your loved ones but also provides peace of mind today by addressing critical questions that could otherwise cause anxiety.
How can I minimize estate taxes for my loved ones? What assets are subject to taxation, and which ones are exempt?
What should I understand about trusts, and do I need one? If so, what type would be most beneficial?
What should be included in my estate plan regarding healthcare? Should I appoint a healthcare proxy? Do I need an advance healthcare directive?
Should I designate a power of attorney? If so, who should I appoint?
What happens to my underage children if something happens to me? How can I ensure their financial needs are taken care of?
How can I ensure protection and provide for my child with special needs?
Our Comprehensive Estate Planning Process
Discovery
Identify Your Needs
After gathering all necessary information through our discovery process, we collaborate closely with your estate planning attorney to craft a clear legal strategy and detailed estate plan. This may encompass your last will and testament, trusts, financial power of attorney, healthcare power of attorney, and advance directives as needed.
Design
Design and Review Your Plan
Once we have identified your needs and developed your estate plan, we will conduct a detailed review with you and address your inquiries. Subsequently, we will collaborate with your attorney to draft the documents and prepare your estate plan for implementation, ensuring your wishes are preserved.
Maintenance
Keep Your Estate Plans Current
As a Sphinx client, your personalized estate plan is a crucial component of your wealth management strategy. Rest assured, we are committed to maintaining the accuracy and relevance of your estate plan documents by regularly updating them to incorporate the latest changes and ensure all details are properly documented and accounted for.