{"id":2,"date":"2018-02-07T15:29:11","date_gmt":"2018-02-07T20:29:11","guid":{"rendered":"http:\/\/gpswp.com\/anselmolaw-2\/?page_id=2"},"modified":"2020-07-02T11:59:06","modified_gmt":"2020-07-02T16:59:06","slug":"wealth-estate-planning","status":"publish","type":"page","link":"https:\/\/gpswp.com\/anselmolaw\/services\/wealth-estate-planning\/","title":{"rendered":"Wealth & Estate Planning"},"content":{"rendered":"
Wealth Planning entails both Financial & Estate Planning,\u00a0by blending processes of protecting and distributing your wealth.<\/div>\n

A Will Is Not Enough<\/b><\/p>\n

Of course, even the simplest of Wills is better than no plan at all. In order to have a truly effective estate plan, you need more than just a Will. Not only does a Will fall short in each of the above categories, it also does nothing to protect the financial interests of your loved ones as they go on to live their lives. Lastly, a Will does not capture and pass on your memories, your family history, or any part of your legacy that is more than merely financial.<\/p>\n

When it comes to planning for what will happen after your death\u2014and even what will happen during your lifetime, if you become disabled\u2014there is so much more to take care of than simply doling out your possessions. What else should an estate plan do for you?<\/p>\n

When we talk to our clients, they voice six main concerns that they’d like to address through the estate planning process:<\/p>\n

    \n
  1. Passing on their hard-earned wealth to their heirs without court involvement, and without a large percentage being taken out in the form of attorney’s fees<\/li>\n
  2. Avoiding unnecessary taxes, not only during their lifetimes, but also during their heirs’ lifetimes<\/li>\n
  3. Avoiding the loss of their nest egg to the high cost of a nursing home or assisted living facility<\/li>\n
  4. Protecting not only their estate, but also their loved ones, from creditors and predators after they’re gone<\/li>\n
  5. Bringing families together and avoiding family conflicts<\/li>\n
  6. Passing on wisdom, values, and life lessons to their children, grandchildren, and the generations that follow<\/li>\n<\/ol>\n
    \n

    The Accumulation Phase<\/b><\/p>\n

    The accumulation phase includes developing and monitoring a personalized plan which looks at your various needs and goals.<\/p>\n