Trust & Estate planning

At Livewell finserv, we actively encourage every client to plan for their estate. No matter if you are young and newly married or just entering your retirement years, the unexpected can always happen. By creating your estate plan now, you can have a say in where your resources go for maximum impact.

Trust & Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law

Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.

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Important Points while Trust and Estate Planning

Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death or in the event they become incapacitated.
Planning tasks include making a will, setting up trusts and/or making charitable donations to limit estate taxes, naming an executor and beneficiaries, and setting up funeral arrangements.
A will is a legal document that provides instructions on how an individual’s property and custody of minor children, if any, should be handled after death.
Various strategies can be used to limit taxes on an estate, from creating trusts to making charitable donations.
Review your existing estate planning documents
Integrate your estate plans with tax, investment, business and insurance planning
Manage the issues associated with a sizable inheritance
Identify the most beneficial trust structures for your particular needs
Use tax-efficient wealth-transfer strategies
Carry out your philanthropic goals
Coordinate with legal counsel to modify your estate planning documents so they accurately reflect your wishes
Advise on business succession strategies

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