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Estate Planning

Leave a lasting legacy.

You’ve spent a great deal of time and energy accumulating your wealth. A good estate plan keeps you in control of everything you’ve worked for while protecting your interests and those of your loved ones. Just as your financial plan gives you control of your investments while you’re alive, a carefully conceived estate plan allows you to decide how your assets should be handled when you die or become incapacitated.

Estate planning is vital for ensuring that your property is distributed according to your wishes and that any taxes, fees, and work involved in settling your estate are minimized. Do you know who you want to inherit your assets? Make financial decisions for you if you become incapacitated? Make health care decisions for you? We can help.

Estate planning offers a host of benefits. Spending the time to develop a sound estate plan helps put you in charge of how financial decisions will be made if you die and how those and medical decisions will be made if you become incapacitated.

What We Do

At the Gleason Group, we help you identify and answer important questions to your legacy. We help you organize your estate and your advisory team consisting of CPA’s, estate planning attorneys and other professionals who provide guidance on these decisions.

We host family meetings with heirs and other professionals and help manage trusts and related investments to ensure that everything is executed exactly as you wish.

Lastly, we manage any trust related investments, track and organize all related estate documents, provide a summary of your plan and a beneficiary summary to review annually as part of your overall financial life plan.


Estate Planning Benefits

In addition to peace of mind, an estate plan helps:

  • Ensure timely distribution of assets
  • Provide stability for family.
  • Preserve assets for future generations.
  • Ensure wishes are carried out
  • Support a favorite charity
  • Minimize taxes and expenses
  • Avoid forced sale of assets.
  • Protect your privacy.
  • Set expectations for heirs
  • Avoid confusion, resentment & lawsuits.
  • Ensure business passes to heirs.

Assessing your situation

An important step in establishing an estate plan is to consider what you hope to achieve with the assets you distribute. We focus on two key elements that will provide the basis of your estate planning: the goals you have for your assets and the characteristics of your intended beneficiaries.

Evaluate your assets

Your estate includes everything you own: investments, retirement accounts, real estate, personal property, and any business interests. It also includes the proceeds from any insurance policies, certain trusts, and joint accounts you own with your spouse or another person.

Establish your goals

Consider these questions as you begin to formulate the objectives you have in mind for your estate. Do you have or expect to have:

  • Concerns about your heirs?
  • Expect an inheritance?
  • Making gifts during your lifetime?
  • A family business?
  • Interests in any trusts?
  • Family members with special needs?
  • Children from a previous marriage?
Life is short. What's your plan?