Multigenerational
Estate Planning
Fulfill your legacy exactly as planned.
Estate planning can be a challenging and emotional experience. Effective estate management enables you to manage your affairs during your lifetime, control the distribution of your wealth after death, spell out your healthcare wishes, and ensure that they’re carried out–even if you can’t communicate.
When you work with Credent, you can rest assured that your advisors have a holistic view of your finances, your wishes, and your goals. We can work with your attorney so that your estate plan is a part of your financial plan. You don’t want your assets to end up in probate, delaying distribution to those you love. By having an estate plan as a part of your larger financial plan, you can be confident that your wishes will be implemented exactly as you want.
Our expert advisors can help you:
Create an overall legacy plan that takes into account your financial plan, estate plans, tax efficiencies, and your current life vision.
Feel confident knowing you have a trusted team to manage your legacy and its implementation.
Safeguard your wealth for future generations of your family.
Explore ways to provide long-lasting and impactful charitable contributions.
Learn How to Protect Your Family and your legacy:
Family Legacy Planning: What You Can & Can’t Control
Legacy planning can feel overwhelming when you consider all the variables that might affect your family's future, including market ups and downs, tax law changes, family dynamics, and economic uncertainty. The key to family legacy planning is understanding which...
Estate Planning? Consider These Frequently Asked Questions
Many individuals put off planning their estate. Perhaps this is due to a misconception that estate planning is only necessary for the wealthy or only involves tax planning, which can be done “later.” Or perhaps people get caught up in the frequently asked questions of...
Financially Supporting Older Children: What is Fair?
When considering how best to divide your assets, you may believe a policy of “share and share alike” is the best solution. This strategy is perhaps the easiest method of financially supporting your children and often the way to avoid conflicts and complaints. But does...