Estate Planning

Estate planning charts the management of your estate during life and prepares for the distribution of those assets upon incapacitation, illness or death. This includes your car(s), home, other real estate, checking and savings accounts, investments, life insurance, furniture and all personal possessions. In addition to your property, an estate plan covers your healthcare, long-term care, who will manage your finances, and who will look after your children if necessary. 

While the wealth management experts at Auxin Group cannot draft your legal estate planning documents, they will work with your existing estate planning attorney to help tailor a plan that ensures your estate is disbursed as you wish, as well as help minimize taxes, legal fees, and court costs. 

Don’t have an estate plan? We are happy to facilitate an introduction to one of our trusted partners who can work with you to create one. What’s more, we will review your plan as your family and financial circumstances (and the relevant laws) change throughout your lifetime.

Estate planning will help:

  • Maximize control over your assets during life
  • Provide care if you become disabled
  • Allow for the transfer of wealth to whom and when you want, at the lowest possible cost

Estate planning addresses:

  • Wills 
  • Durable power of attorney (POA) for healthcare/POA – living will 
  • Trusts 
  • Gifting 
  • Charitable giving 
  • Asset titling 
  • Estate tax funding 
  • Family dynamics

Contact our team of specialists now to find out more about Auxin Group’s inclusive estate planning services.