Call Us: 1.866.273.2848 Client Login Home|Services|Trust and Estate Planning Trust and Estate Planning Helping you leave a legacy for the people and causes that matter most to you. Safeguarding Your Wealth and Protecting Your Family If you’re like many of our clients, it’s not enough to simply grow your assets. You also want to ensure those assets are available following your death to support your loved ones and the causes that are important to you. We’re here to help ensure your estate planning goals are carried out according to your wishes. There are many important reasons to establish an estate plan, including: To protect yourself and your family while you’re alive – If you become incapacitated and unable to make decisions for yourself, having a solid estate plan in place can protect your interests and give your loved ones authority to act on your behalf. To provide clarity – Not only does an estate plan allow you to provide clear instructions on how assets should be passed along, it can also reduce disagreements among family members. To avoid the stress of probate – Without proper planning, your estate can take significant time and effort to resolve as it goes through the probate process. In addition, probate fees and taxes can be a burden for any size estate. To protect your family’s privacy – In jurisdictions where wills are considered public record, anyone can see who was designated as an heir in your will. At the very least, this can cause your family to be bombarded with advertisements from companies trying to sell their services. Proper estate planning can protect your privacy and the privacy of your family members. To save on taxes and pass along more wealth to your loved ones – For those who are subject to estate taxes, or who may become so in the future, a properly designed estate plan can help prevent the family from paying more in taxes than necessary. An Experienced Team Focused on Your Legacy Goals At Creative Planning, our wealth managers are supported by a team of experienced, in-house estate planning attorneys who draft custom trust and estate documents with a focus on ensuring your legacy wishes are fully integrated with your overall financial plan. Based on your specific needs and estate planning goals, our professionals will work with you to implement a relevant combination of the following: • Wills • Durable powers of attorney • Healthcare powers of attorney • Living wills • Revocable living trusts • Irrevocable trusts • Life insurance trusts • Charitable trusts • Foundations • Trust termination • Estate planning • Gift tax planning • Business incorporation/LLCs • Buy-sell agreements • Business succession planning • Mergers and acquisitions • Real estate transactions • Marital agreements • Testamentary trusts A Trusted Approach to Trusts Our custom trust administration services offered through Creative Planning Trust Company help ensure a tax-efficient transfer of assets according to your wishes, and include: • Trust administration • Accounting • Recordkeeping • Tax reporting and compliance • Distributions and settlement • Asset protection trusts • Special needs trusts • Successor planning • Trust decanting • Multigenerational trusts Regardless of your specific situation, we are available to work with you to prepare a customized estate plan to meet your needs. Contact us today to begin your estate planning process. Creative Planning Legal, P.A. is affiliated with Creative Planning, LLC. Creative Planning Trust Company is affiliated with Creative Planning, LLC. Creative Planning Trust Company, LLC is licensed and supervised as a retail trust company by the Nevada Financial Institutions Division, pursuant to Nevada Revised Statutes Chapter 669. It is also subject to periodic internal compliance audits by the accounting firm of RSM US, LLC (formerly McGladrey, LLC). Our Service Offerings We are nationally recognized for our commitment to excellence in wealth management. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – not to sell investment products. COMPREHENSIVE WEALTH MANAGEMENT Your investments, taxes and estate—optimized to work together. LEARN MORE INVESTMENT MANAGEMENT No standard portfolios. No set-it-and-forget-it plans. LEARN MORE TAX PREP & PLANNING Smart strategies to help you keep more of what’s yours. LEARN MORE TRUSTS & ESTATE PLANNING Guiding the preservation and transfer of wealth to your loved ones. LEARN MORE FINANCIAL PLANNING Personalized recommendations to help you reach your goals. LEARN MORE RETIREMENT PLANNING A clear roadmap to support your income and desired lifestyle in retirement. LEARN MORE INSURANCE Protect your wealth, health, property, and livelihood. LEARN MORE INTERNATIONAL Helping Americans abroad navigate the financial nuances of global life and work. 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