Trust & Estate Planning
YOUR LEGACY, OUR COMMITMENT
Estate Planning with Purpose
At Rockwood Stone Wealth Management, LLC, we understand that Trust and Estate Planning encompasses critical family matters, from asset transfer to guardianship and philanthropy. Our goal is to provide guidance that ensures your legacy benefits your loved ones and the causes you care about. By working with your estate attorney and CPA, we help implement a customized plan that protects your assets and fulfills your wishes.
Comprehensive Estate Planning Strategies
Creating an estate plan is essential for preserving your family values and ensuring your assets are transferred according to your desires. We aim to make legacy planning a rewarding and empowering process. Our team collaborates with a network of specialists in trusts, insurance, and charitable giving. With extensive experience working alongside CPAs and attorneys, we help create a cohesive approach to your estate plan, protecting your interests every step of the way.
Clear Communication & Documentation
Coordination is crucial for ensuring that your intentions are effectively communicated and legally documented. We work closely with you and your legal and tax professionals to keep your plans current, making updates as life changes occur—such as new marriages, births, or shifts in your financial situation.
Key Instruments in Trust & Estate Planning
Your estate plan may include various tools that provide clarity and control over your assets, regardless of their size. These tools may comprise trusts, wills, insurance policies, and durable powers of attorney. Utilizing these instruments instills confidence that your estate will be managed according to your wishes, potentially avoiding probate and other lengthy processes. A well-crafted estate plan can also help your family avoid court involvement in appointing a guardian or conservator in case of incapacity, ensuring provisions for long-term care, education for children or grandchildren, or support for your favorite charity.
Why You Need an Estate Plan
Without a thoughtful estate plan, the distribution of your assets may fall into the hands of the state, potentially resulting in higher taxes, extended processes, and unnecessary emotional strain for your loved ones. By proactively addressing your estate planning needs, you can maintain control over your legacy.
