It’s Your Legacy – Own It.
Simplifying the Estate Planning Process.
We Aim to Keep Things Easy and Practical Without Sacrificing a Personal Touch.
Meeting 1: Laying the Foundation
Approachable review & discovery
The first time we meet, we’ll discuss essential estate planning documents and potential strategies to meet your objectives, including Wills, Trusts, and directives.
Cost-Efficient, Low-Pressure
We believe estate discussions should be accessible to everyone. That’s why we strive to lead the process avoiding unnecessary attorney’s fees for a basic question or conversation. Of course, the attorney’s are always available to answer questions, as needed.. Just like every step of our process, the choice is up to you.
Understanding Key Roles
Learn about and identify the important stakeholders in your estate plan–Trustees, Beneficiaries, & Guardians. Together, we figure out where and how they plug into your unique situation, then help you tailor your plan accordingly.
Meeting 2: Decision Review & Advanced Planning
Decision recap
Collaborate with on the details of your estate plan decisions. In our walkthrough, you’ll see how each piece supports your objectives.
Build Out Resilient Infrastructure
Get into the nitty gritty with an in-depth look at asset protection strategies, such as LLCs and holding companies, and the use of trusts and other wealth planning strategies more complex situations.
Final Meeting: Document Signing and Plan Finalization
Document review
Get a final walkthrough of your legacy plan. These are important decisions; we want to confirm details, ensure you know each document’s purpose, and prepare you for how your plan will play out.
Other tax planning strategies for more complex situations
The last time we meet is the first day of your new–executed–estate plan.
Finishing Touches
In our experience, people often execute their estate plans but do not fund them. At FD Wealth, we review ownership and beneficiaries across all assets to ensure they are properly titled under your new estate plan.
Making Estate Planning a Partnership. Clients Choose FD Wealth Because We Care.
A Streamlined Process Prioritizing Efficiency
Your time is an asset in and of itself. Where other firms pull you into seemingly endless and costly meetings, we aim to finalize your estate plan within only 2-3 meetings.
Asset Protection
We know asset protection inside and out, including for significant real estate investments. Our dedicated advisors apply their knowledge and experience to help you select the best estate planning strategies for your situation.
Adaptable, Negotiated Attorney Costs
We don’t believe in intimidating or out of reach estate planning. Between our succinct process and relationships with several attorneys, we are able to help you manage costs more effectively.
Business Succession Expertise
Estate planning with FD Wealth covers all of the important parts of your life, including your business. As a business owner, you receive guidance on succession planning and partnership agreements.
Cement a Major Foundation for a Comfortable Future.
Establish Peace of Mind
It’s hard to live in the moment while juggling uncertainties about what could happen down the line. Rest assured knowing that you have taken steps to ensure your estate will be managed according to your wishes.
Control the Details
You know your unique estate better than anyone. Tailor the distribution of your assets with precision, controlling the who, when, and how.
Establish Efficiency and Privacy
Good estate plans avoid messy transitions. Facilitate a smooth passage to heirs while avoiding the delays and publicity of probate.
Protect Taxes and Assets
Thorough protection does your future generations a favor. Implement strategies for tax efficiency and risk mitigation strategies to help preserve your patrimony.
Ensure Continuity in Incapacity
You’re your own best advocate. Establish Directives that protect your wishes if you cannot make active decisions.