Broker Check

Estate Planning

Secure Your Legacy With Professional Estate Planning Solutions by OES Wealth Partners

At OES Wealth Partners, we understand that your wealth and assets are not just numbers on a balance sheet—they represent your life's work and the legacy you leave behind. That's why we are committed to providing professional estate planning solutions tailored to your unique needs. As a CERTIFIED FINANCIAL PLANNER™ with years of estate planning experience, I have the knowledge and resources to help you navigate the complexities of estate planning and secure your legacy for future generations.

Understanding Estate Planning

Understanding Estate Planning

Estate planning is the process of organizing and managing your assets during your lifetime and ensuring their smooth transfer to your beneficiaries after your passing. It involves various legal and financial strategies to protect your wealth, minimize taxes, and ensure your wishes are carried out. Asset protection is a must if you want your family to be taken care of. Effective estate planning requires the guidance of a knowledgeable financial advisor who understands the intricacies of inheritance planning.

Comprehensive Estate Planning Services

At OES Wealth Partners, we offer a comprehensive range of estate planning services to meet your specific goals and objectives, such as:

  • Wills and Trusts: Wills and trusts are essential to any estate planning documents. When a will needs updating, we work with our network of attorneys or yours to express your wishes and protect your assets. Additionally, trusts will be discussed based on your unique circumstances, providing you with control over the distribution of your assets and minimizing probate costs and delays.

  • Estate Attorney Partnership: We believe in a collaborative approach to estate planning. That's why we work closely with experienced estate attorneys to ensure your estate plan is comprehensive and legally sound. Our partnership with estate attorneys allows us to seamlessly integrate financial and legal strategies to create a solid foundation for your estate plan.

  • Estate Tax Planning: Estate taxes can significantly erode the wealth you've accumulated over a lifetime. Our team of professionals employs time-tested strategies designed to reduce estate taxes and preserve wealth for future generations. By implementing tax-efficient estate planning strategies, we can help you maximize the value of your estate.

  • Power of Attorney: Establishing a power of attorney is crucial in estate planning. We guide you through the process of selecting trustworthy individuals who will make financial and healthcare decisions on your behalf if you become incapacitated. Only those you know and trust implicitly should have executor responsibilities. We aim to ensure your wishes are respected and your best interests are protected.

  • Living Wills and Healthcare Directives: Managing end-of-life decisions is essential to estate planning. We understand that it is not always comfortable to think about these things, but it is crucial for the comfort of your surviving loved ones. We assist you in creating comprehensive living wills and healthcare directives, allowing you to express your preferences regarding medical treatment and ensuring that your loved ones know your wishes.

Additional Estate Planning Solutions

In addition to our core estate planning services, we offer a range of additional solutions to enhance your estate plan further.

  • Wealth Transfer Strategies: Efficiently transferring your wealth to future generations requires careful planning. Our estate planning process includes innovative strategies to facilitate the smooth transfer of assets while minimizing tax implications. We work closely with you to develop a customized wealth transfer plan that aligns with your goals and values.

  • Charitable Giving: Incorporating charitable giving into your estate plan allows you to leave a lasting legacy while potentially reducing estate taxes. We help you identify charitable causes that align with your values and integrate philanthropic goals into your estate plan, ensuring that your generosity continues to make a difference.

  • Family Legacy Planning: Preserving and passing on your family values, traditions, and wealth is integral to estate planning. Our team specializes in developing personalized family legacy plans that honor your unique wishes and values. We work closely with you to create a roadmap for future generations, fostering a sense of continuity and ensuring that your family's legacy endures.
Make An Estate Plan For Confidence

Make An Estate Plan For Confidence

Estate planning is critical in securing your legacy and providing for your loved ones. At OES Wealth Partners, our CERTIFIED FINANCIAL PLANNER™-led team and the estate planning attorneys we work with have the expertise to guide you through the process with care and precision. We invite you to contact us for a complimentary, personalized consultation. Let’s get you prepared and protected!

Estate Planning Frequently Asked Questions

  • Why is estate planning important?
    • Estate planning is crucial for several reasons. Firstly, it allows you to control how your assets and property will be distributed after your passing.

      Without a proper plan in place, state laws determine how your estate is divided, which may not align with your wishes. Estate planning also helps minimize taxes, ensuring that your loved ones receive the maximum benefit from your estate. Additionally, estate planning can include provisions for healthcare decisions, guardianship for minor children, and charitable contributions, giving you confidence knowing that your wishes will be upheld even if you become incapacitated.

  • When should I start estate planning?
    • It's never too early to start estate planning. Regardless of your age or the size of your estate, having a plan in place ensures that your wishes are respected, and your loved ones are taken care of. Major life events such as marriage, the birth of children, or the acquisition of significant assets should trigger the need for estate planning. However, it's important to review and update your estate plan periodically to reflect any changes in your life circumstances, such as divorce, remarriage, business or property sale. Our experienced team at OES Wealth Partners can help you navigate the complexities of estate planning at any stage of life.

  • What documents are typically included in an estate plan?
    • An effective estate plan comprises several essential documents tailored to your circumstances. These commonly include a will, which outlines how your assets will be distributed upon your death and appoints an executor to fulfill your wishes. A durable power of attorney grants someone you trust the authority to make financial decisions on your behalf if you become incapacitated. A healthcare directive or living will, allows you to specify your medical treatment preferences and appoint a healthcare proxy to make healthcare decisions when you cannot do so. Trusts may also be incorporated into an estate plan, offering additional benefits such as asset protection and privacy. At OES Wealth Partners, we can help you determine the specific documents needed for your estate plan based on your goals and circumstances.