ESTATE PLANNING

What do you want for your heirs when you pass on? How do you want your estate handled? How can you minimize taxes and maximize your bequests? Our integrated estate planning process connects your estate with your legacy. At a minimum, estate planning includes the following:

Wills

Wills encompass how and under what circumstances your assets will be distributed to your beneficiaries. Your assets can be left to a beneficiary outright or to a trust for the benefit of an heir. Having assets willed to a trust can protect the heir from creditors, future ex-spouses, or other unforeseen circumstances.

Living Wills

A living will explains to your loved ones and the medical profession how you want your last days or minutes handled, or whether or not you want “extraordinary measures” taken to extend your life.

Powers Of Attorney

A healthcare power of attorney gives someone else, typically a spouse, sibling or adult child, the right to give healthcare directives in the event you are incapable of doing so yourself.
Similarly, the durable power of attorney gives someone else the right to manage your financial affairs in the event you are incapable of doing so yourself.
Envision Wealth Planning does not provide legal services. Rather, we discuss preferred options, frame choices and work with the client’s attorney to draft the documents per the clients’ instructions. If you would like, we would be glad to refer you to an attorney we know and trust.

Tax and Giving Management

An important consideration of estate planning is often to keep taxes to a minimum. This can be accomplished through well crafted documents that take advantage of individual tax credits.
Developing well thought out gifting strategies is another way to lower taxes while giving to loved ones or causes. Annual and lifetime gifting strategies with or without the use of charitable trusts can be explored.
Getting things right on the front end saves time, energy and money and helps ensure that your wishes will be met.

LET’S START PLANNING YOUR FUTURE – TODAY!

Business Financial Planning

Group Retirement Planning

Tax Planning

Personal Financial Management

Lifestyle Income Planning

Investment Management

Integrated Wealth Planning

(615) 242-3808

INFO@ENVISIONWEALTHPLANNING.COM
7003 Chadwick Dr. Suite 350 Brentwood, TN 37027

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Headquarters
7003 Chadwick Dr. Suite 350
Brentwood, TN 37027
Phone: 615.242.3808
Fax: 615.242.2627