Estate Planning

What is your wealth legacy?

Estate Planning is one of the most critical, yet most overlooked areas of personal finance. With the right expertise, a well-designed Estate Plan can serve to safeguard your wealth and seamlessly transfer your assets to loved ones.

FBG maintains an exclusive arrangement with a leading Estate Planner, allowing our team to work hand-in-hand with you to integrate legacy planning into your comprehensive financial plan.

Our estate planning services can guide clients through the following questions:

  • Do you want the courts to decide who will receive your assets or care for your children?

  • You’ve spent decades accumulating hard earned wealth. Once you’ve passed, do you want to decide who will receive the assets and control how they should be distributed?

  • Are you interested in minimizing the amount of your Estate that is subject to taxation or probate?

  • Do you want your personal data to be private or available to the courts and public?

  • Do you need certain documents in place in the event of incapacitation?

Latest Insights

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6 Estate Planning Tips for Pet Owners

For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our human family members, they come with their own needs…

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Pay Attention to How Your Accounts are Titled

Do you have sizeable jointly-held accounts with your spouse? Is your estate large enough that it could be subject to federal or state estate taxes? If you answered yes to both…

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The Basics of Estate Planning

Contrary to popular belief, estate planning typically involves more than just signing a Will. It generally involves two sets of considerations: lifetime planning and testamentary planning. Lifetime planning may involve choosing…

Discover how we can help you achieve your goals.

Thank you for your interest in learning more about how we can partner with you. Schedule a no-cost meeting, and one of our wealth managers will reach out to start building a comprehensive plan that truly supports your goals.

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