March 24, 2018

Legacy & Estate Planning

Steven F. St. Pierre can help you create a lasting legacy through personalized estate planning.  He will help you write a plan that passes down your values along with your valuables by focusing on your wishes.

Discuss Legacy & Estate Planning Goals:
Everyone has a individual understanding of the legacy they want to leave behind.  As your estate planner, Steve will work to understand your goals and design a plan that suits your needs.

Review Current Structure, Documents and Asset Ownership:
Estate Plans have many elements. From the design of the plan, to the drafting of the documents, to the alignment of asset ownerships, Steve sits with you and a qualified estate planning attorney to make sure it’s done right.

Introduce Appropriate Estate Planning Attorney:
Steve understands that your needs might be different from those around you.  He can find the Estate Planning Attorney whose skills and expertise matches your needs.

Review Alternatives and Benefits:
There are no cookie cutter solutions when it comes to Estate & Legacy planning. He will review your alternatives and help you choose the options that are right for you.

Implement New Strategies:
Like the weather and the seasons, things often change. Whether it is a new tax law, planning ideas, or techniques, your plan may need to be updated. If a favorable alternative appears, he can modify your existing plan to keep you on track.

Monitor For Life and Law Changes:
Steve closely monitors the developments in state and national laws. If a change affects you, he will alert you and work with you to make the necessary changes. Alternatively, if something in your life changes, he will modify the plan accordingly.

Read our Special Report before hiring a Financial and Investment Planner!