Estate Planning

Estate Planning

Estate Planning

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Estate planning is a crucial process that involves making decisions about how your assets will be managed and distributed after your passing. It ensures that your wishes are carried out effectively and helps minimize potential conflicts among your loved ones.

We help you to protect your wealth for your family’s future by leveraging diversification, long-term investment strategies, active management, estate planning expertise, and access to exclusive opportunities.

Aerial Wealth Management’s estate plan provides clarity on various important aspects, such as, inheritance of assets and appointment of decision makers.

  • Asset Distribution
  • Tax Efficiency
  • Guardianship and Care
  • Legal and Financial Preparedness

Understanding Estate Planning - Aerial Wealth Management’s Role

Estate planning is a critical component of wealth management that involves the strategic transfer of an individual’s assets to their chosen beneficiaries upon their passing. This process is essential for ensuring that one’s assets are distributed according to their wishes and in a tax-efficient manner.

Estate planning encompasses a wide range of considerations, including financial goals, family dynamics, tax implications, and the protection of assets. Aerial Wealth Management plays a vital role in helping our clients with estate planning services in the following processes:

Planning and Implementation

Identifying Goals and Objectives

We help clients identify and define their estate planning goals and objectives, which may include:

  • Ensuring the smooth transfer of assets to beneficiaries
  • Minimizing estate taxes and other expenses
  • Protecting assets from creditors and lawsuits
  • Providing for family members with special needs
  • Supporting charitable causes

Assessing Current Situation

The firm can assess the client’s current situation, including:

  • Reviewing their current estate plan, if any
  • Identifying assets, including real estate, investments, and business interests
  • Evaluating the client’s financial situation, including income, expenses, and debts Identifying potential risks and liabilities

Developing a Customized Plan

Aerial Wealth Management will develop a customized estate plan that takes into account the client’s goals, objectives, and current situation. This may involve:

  • Creating a will or trust to ensure the smooth transfer of assets
  • Establishing powers of attorney to ensure continuity of care
  • Developing a gifting strategy to minimize estate taxes
  • Creating a business succession plan to ensure the continuation of the client’s business interests

Implementing and Monitoring the Plan

We assist with implementing the estate plan, including:

  • Preparing and executing legal documents, such as wills and trusts
  • Transferring assets to trusts or other entities
  • Establishing and funding irrevocable life insurance trusts
  • Monitoring the plan and making adjustments as needed

Ongoing Support and Maintenance

Aerial Wealth Management can provide ongoing support and maintenance to ensure that the estate plan remains effective and up-to-date. This may include:

  • Regularly reviewing and updating the estate plan to reflect changes in the client’s situation
  • Providing guidance on estate tax planning and compliance
  • Assisting with the administration of the estate after the client’s passing
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