Develop a thoughtful estate strategy designed to help preserve your legacy and provide peace of mind for future generations.
Estate planning is not only for the ultra-wealthy. Most families have something worth passing on and someone who will have to sort it out — and the difference between a clear plan and no plan is usually felt by the people left behind.
The financial side of an estate plan has to line up with the rest of the picture: how accounts are titled, who the beneficiaries actually are on record, and how the portfolio that supports a surviving spouse is managed.
Checking that beneficiary designations on record match what you actually intend.
Reviewing how accounts are held and how that affects transfer.
Planning for generosity and wealth transfer with intention rather than by default.
Making sure the plan still works for the spouse or family who has to live with it.
Simplifying financial life before it is forced on you or your family.
Coordinating with your estate attorney and tax professional so the documents and the money agree.
Studdard Financial is an investment adviser, not a law firm. Wills, trusts and powers of attorney are drafted by your estate attorney. Our role is to make sure the financial side — the accounts, the beneficiaries, the titling and the portfolio behind them — is consistent with those documents and with the rest of your plan.
Articles published on this site covering this topic in depth.
Byron provides the same fee-only fiduciary advice across every area of the plan.
Build a personalized retirement strategy designed to help you pursue financial independence while protecting your future.
Customized investment portfolios aligned with your goals, risk tolerance, and long-term financial objectives.
Receive comprehensive financial guidance to help you make informed decisions at every stage of life.
Protect, grow, and manage your wealth through customized financial strategies tailored to your unique needs.
Implement tax-efficient financial strategies designed to help maximize savings and support long-term financial success.
Byron Studdard, CFP®, meets with clients by appointment in Germantown, TN and Sarasota, FL, and works with clients across the country.
