Estate Planning and Trusts
Wills, Revocable Trusts, Durable Powers of Attorney, Health Care Directives and Living Wills are basic building blocks to ensure your wishes are carried out and to provide for the orderly and tax efficient disposition of your assets. Larger estates may need more sophisticated tools.
We partner with leading Estate and Tax attorneys to devise a plan that works with your assets, spending and your objectives for the distribution of your assets to your heirs and charities in accordance with your wishes. These Estate and Tax Attorneys are critical in devising and executing your sophisticated plan that meets your goals.
For those clients who require a Trust as part of their wealth planning, Tradition can offer a variety of fiduciary services through our relationships with trust companies. Whatever the function, such as a Special Needs Trust or Generation Skipping Trust, Tradition will manage those trust assets with your goals in mind.
Life insurance is often an essential element for your estate plan. We will help you objectively determine how much insurance you need and the optimal funding strategy to pay for it. As a Fee-Only Adviser and your Trusted Fiduciary, we do not sell insurance, but we will work with an insurance professional of your choice, or refer you to one of our network of trusted brokers, to ensure your insurance purchase is in line with what is called for in your plan.