Fee-Only Legacy & Estate Planning Services
Your most significant assets are not financial, but rather your Faith and Family. Although you dream of a comfortable retirement, your most important goal is taking care of your family and passing down your values. You would like to be more charitable while you are alive but don’t know how to do it in the most tax-efficient manner. At the same time, you don’t want to jeopardize your own financial security. How do you do this?
End-of-life planning can be emotionally draining. We’ve designed our approach to provide a sense of relief while covering all your bases. Our financial planners work hand-in-hand with you and your family during the final stage of your life. We work alongside your CPA and Attorney to ensure all aspects of your estate plan are consistent and set your family up for future success.
We’ll help you understand your Estate Planning goals in the context of your overall financial plan. We’ll review your asset titling, beneficiary designations, life insurance policies, cash flow sources, income needs, charitable desires and more to determine if your current situation is in line with your estate planning goals and current plan.
We help clients answer the following questions:
- How often should I update my estate plan?
- How much should I leave to family members?
- At what age should they receive the money?
- Can I ensure money left to family members is protected from litigation or divorce?
- Should they receive a lump sum, or should it be disbursed over time?
- What can they use the money for?
Shakespeare Wealth Management is your local fiduciary partner. We consider ourselves as part of the family and will always look out for your best interest. Your estate planning goals will evolve over time. We’ll be with you every step of the way, and here for your family once you’re gone.