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Estate Planning

Your financial advisor will work with an attorney specialized in estate planning to prepare the necessary legal documents to support your wishes upon incapacitation or death. Having an adequate estate plan, including financial and medical powers of attorney, a trust and a pour-over will, gives you more control over your assets and estate. The estate planning service we provide helps to maximize the value of your estate and minimize the uncertainties of probate.

An estate plan facilitates in carrying out your distribution wishes while reducing the associated costs while you are either incapacitated or after you pass away. Working with your Hantz Financial Services (HFS) Advisor, you will devote considerable time and resources as you build your net worth.

An estate plan helps to ensure that assets are transferred effectively to your heirs with minimum cost and delay.

A standard estate plan will consists of a Revocable Living Trust, a Pour over Will, a Medical Power of Attorney and a Financial Power of Attorney. Your specific assets and family situation will determine which estate plan is right for you. Some clients have the need for more complex estate planning such as a Retirement Asset Trust.

The primary goals of an estate plan are to:

Finally, an estate plan should be revisited and updated regularly with your attorney and your Financial Advisor working as a team in order to keep it up-to-date with changes in your life, your assets and the regulatory environment.