Estate & Legacy Planning
Secure Your Future
As part of the wealth management process, we strive to help clients understand estate planning and its impact, and to ensure plans align with their wishes.
Importance of Estate Planning
As a trusted advisor, Appleton works with clients in an effort to ensure their goals and plans are met:
- Integrate estate plans with and investment strategy and objectives.
- Review current estate planning documents with in-house legal counsel to ensure legacy matters are properly addressed.
- Provide clients with peace of mind knowing these matters have been addressed and, as needed, outside advisors have been engaged in the process.
Core Estate Planning Documents
- Revocable Living Trust;
- Pour-over Will;
- Durable Power of Attorney;
- Health Care Proxy; and
- Living Will.
We work closely with your attorney and routinely assist trustees in the trust administration process.
Benefits of Estate Planning
In addition to ensuring that families are protected financially, proper estate planning can help:
- Avoid probate and associated costs and delays;
- Maintain family privacy and harmony;
- Address incapacity and support family and/or business continuity;
- Minimize state and federal estate taxes; and
- Provide creditor protection.
We Help You Plan An Enduring Legacy
“Over the next three decades, American retirees expect to transfer more than $36 trillion in wealth to their families, friends, charitable organizations, and other beneficiaries.”
Source: 2021 Estate Planning Report, seniorliving.org
In addition to traditional estate planning advice, our team often works with attorneys and CPAs on legal planning needs designed to help protect yourself, your assets, and your desired legacy.
Trusts
Legacy/Stewardship
Charitable Giving Planning
Preparing for Marriage
Business Continuity
Wealth Perspectives
These briefs highlight real-world situations we regularly work through with private clients. By sharing these insights, we hope to create awareness and encourage positive action.
More Wealth Perspectives
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“Our clients look for us to guide them through a myriad of planning complexities. We partner with our clients and their advisors to simplify and add value to their financial future.”
James M. O’Neil Jr., Esq., AEP®
Senior Vice President / Managing Director of Wealth Management
