Estate Planning
Preparing for your transfer of wealth is an important component to organize now so you can enjoy your life. Depending on your circumstance, there are a variety of elements to consider when strategically planning for the transfer of your estate. We work with you and your Estate Planning Attorney to create a plan that aims to meet your expectations, safeguards you and your loved ones and preserves your wealth so it can be transferred to the next generation.
Estate Planning FAQs
What is estate planning?
Estate planning is the process of organizing your financial affairs and legal documents to help manage and distribute your assets according to your wishes during life and after death.
Why is estate planning important?
Estate planning helps preserve your assets, provide for your loved ones, minimize potential complications, and ensure your wishes are carried out efficiently.
When should I start estate planning?
It's never too early to begin estate planning. Major life events such as marriage, having children, purchasing a home, or accumulating wealth are common reasons to create or update an estate plan.
What documents are typically included in an estate plan?
An estate plan may include a will, trust, power of attorney, healthcare directive, beneficiary designations, and other legal documents depending on your circumstances.
Stratefi Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Estate Planning Resources
Browse and use our resources related to estate planning. They're all free!
Building a Financial Foundation for the Next Generation
Nine Steps to Raising Money Smart Kids
What's Your Potential Estate Tax? | Calculator
What's Your Current Net Worth? | Calculator
What's Your Life Expectancy? | Calculator
Test Your Estate Strategy Knowledge
Building a Legacy: Essential Elements for Your Estate Planning Blueprint
Nine Important Estate Planning Steps
Year-End Estate Planning Guide: An 8-Step Checklist
2026 Estate Planning Checklist
Understanding Your Estate: Critical Elements of an Estate Strategy
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
