At Truly Aligned Wealth Management, we believe that aligning your wealth with your life journey means creating a financial strategy that both grows and protects what matters to you. Estate planning is an essential part of this alignment, offering a framework so that your assets, values, and goals continue to support your loved ones long into the future. With our wealth advisors by your side, we simplify estate planning and trust setup to provide benefits that go beyond just financial security.
Why an Estate Plan Matters: The Benefits of Being Truly Aligned
A well-structured estate plan keeps your financial world organized and helps you pass on the legacy you envision, while avoiding potential legal hassles and costly delays in probate court. With an updated estate plan, you can:
- Provide for a seamless transition: By keeping all assets organized and aligned with your wishes, you protect your loved ones from the stress of probate, allowing for a faster, smoother transition.
- Safeguard your values: Your estate plan reflects your life’s values, making sure they guide the management and distribution of your assets.
- Gain clarity and control: With our wealth advisors’ support, every aspect of your financial life is evaluated, ensuring that your wealth aligns with your goals and can grow within your trust.
- Maintain privacy and efficiency: Trusts allow you to keep details of your assets and intentions private while offering greater control over tax efficiency and asset management. 1
The Power of a Trust: Immediate Benefits and Long-Term Security
Setting up a trust allows you to protect and manage your wealth with greater flexibility, often bypassing probate entirely. Trusts are particularly valuable for:
- Directing assets seamlessly to loved ones or charitable causes, helping you retain control and privacy.
- Adapting to life changes: We make it easy to update your trust to reflect new goals, family additions, or other changes, so your plan is always current.
- Maximizing tax benefits: Trusts are powerful tools for reducing estate taxes and helping your assets grow efficiently over time.
Truly Aligned Estate Plan and Trust Review: Confidence in Every Detail
At Truly Aligned, we go above and beyond to confirm your estate plan supports your life goals. Our experienced wealth managers work with you to review every detail of your estate, focusing on:
- Alignment with your values and objectives: We review your will, trust, and beneficiary designations, ensuring everything reflects what’s most important to you.
- Comprehensive execution: We identify any assets not yet incorporated into your trust, such as real estate, and work with you to confirm they are smoothly transitioned.
- Full integration into your wealth strategy: Each document is harmonized with your broader financial plan, so your wealth can continue to support your goals and loved ones.
Setting Up or Reinstating a Trust: Streamlined Support Every Step of the Way
Whether you’re establishing a new trust or reinstating an existing one, we’re here to make the process straightforward and stress-free. From gathering information and handling paperwork to assisting with notarization and transferring assets, our team manages everything, allowing you to focus on what matters most. Our clients appreciate how seamless trust setup is with Truly Aligned, knowing that their assets are positioned to provide lasting benefits for their loved ones.
The Truly Aligned Advantage
Our approach to wealth management is built on aligning wealth with your life’s purpose. As wealth advisors, we don’t just manage assets; we create strategies that empower you and enhance every part of your financial journey. By focusing on life-aligned estate planning and investment strategies, we help reduce the stress of managing wealth and provide you with clarity, control, and the security to live more fully.
Ready to Align Your Wealth with Your Life?
Schedule a call with Truly Aligned: A Wealth Management Firm to start building a financial strategy that aligns with your values. Our wealth managers and advisors are here to make sure that every detail of your estate plan and trust setup works for your goals and supports your life’s legacy.
1 LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.