Estate planning

If you own real estate, have retirement accounts, or have insurance policies, then you most likely wish to leave your legacy to your heirs. We can help you prepare for both planned and unanticipated life events and create an estate planning strategy to preserve your wealth for your loved ones.

Why estate planning is important

Estate planning documents help ensure that your possessions are distributed according to your wishes and cover who should take custody of your children and pets once you are gone. A well-articulated estate plan reduces taxes on what you leave behind and minimizes the chances of family conflicts and legal battles.
Safeguard your legacy
Provide for your loved ones
Secure your healthcare
Eliminate family fights

Signet makes estate planning easy and seamless

We create an estate plan that is consistent with your wishes and family’s needs and fits well into your wealth management strategy. We will work with you to ensure that your assets are transferred to beneficiaries according to your intent and in the most tax-efficient way possible.

How Signet can help you

Estate laws are intricate and differ from state to state. We can work in tandem with your local estate attorneys or engage a qualified estate planning lawyer that we know. Our team of CERTIFIED FINANCIAL PLANNER™ professionals have knowledge and experience in the space and can provide input to design strategies for the most complex assets, complicated family situations, and extraordinary circumstances and guide you every step of the way.
  • Creating charitable trusts and annuities
  • Planning gifts of appreciated investments
  • Designing tax-advantaged strategies (e.g., a donor-advised fund or private foundation)
  • Arranging generation-skipping wealth transfer
  • Protecting assets from creditors or specific family members
  • Designating life insurance and retirement accounts beneficiaries

Your estate plan will include:

Living trust
Durable power of attorney
Healthcare proxy
Living will
Beneficiary documents
Letter of intent

LET'S GET ACQUAINTED

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.