Unexpected Times Can Happen Any Moment

One area that is particularly critical to get right is estate preparation and the protection of your loved ones from the unexpected. Proper estate preparation is an act of love and responsibility to those you care about.

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Why Is Estate Planning so Critical?

Contrary to popular belief, estate planning is not just for the wealthy. In fact, estate planning can save you heartache and legal fees down the road.

Having the necessary estate planning documents, such as Durable Power of Attorney, is important regardless of your wealth.  For example, if your partner has an IRA and becomes incapacitated, you will not be able to access the account without an executed Power of Attorney.  Barring this, the only other avenue is obtaining conservatorship for your spouse through the court system, which can be very costly and time consuming. Watermark Wealth Strategies helps clients establish trusts, which not only address this issue, but allows for complete coordination of your estate:

  • It documents your wishes and helps ensure that they are carried out when you are no longer able to look after your affairs.
  • It helps protect the financial stability of your loved ones and support your life priorities.
  • It helps minimize the taxes, expenses, and legal hassle involved with transferring assets to heirs.

Do I Really Need a Trust If I Have Beneficiaries on My Accounts?

Beneficiary provisions are a valuable tool for reducing the expense and time associated with transferring wealth; however, they do not replace proper estate preparation. The process of preparing your estate is critical to protecting your family and future financial affairs. Comprehensive estate planning offers an opportunity to explore your life priorities and the legacy you wish to leave.

Many Americans put off estate planning because few people like to ponder their own death – and rightfully so. Instead, think of estate planning as protecting your family from the unexpected. Though you cannot control the future, proper planning and preparation can help you focus on aspects you can control and empower you to care for your loved ones long after you’re gone.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.

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