Estate Planning and Trusts
Helping you leave a legacy for the people and causes that matter most to you.
Safeguarding Your Wealth and Protecting Your Family
At Creative Planning, our wealth managers collaborate with a team of in-house attorneys who draft custom trust and estate planning documents to help ensure your wishes are fully integrated with your financial plan.
Supporting Your Estate Planning Goals
- Protect Your Assets
- Manage Division of Assets
- Avoid Probate
- Maintain Privacy
- Save Taxes
- Pass Along More Wealth
Custom Strategies from an In-House Team of Attorneys
If you’re like many of our clients, it’s not enough to simply grow your assets. You also want to ensure those assets are available following your death to support your loved ones and the causes that are important to you. We’re here to help ensure your estate planning goals are carried out according to your wishes.
Once our estate specialists understand your specific goals, we will work with you to identify the right combination of documents to properly protect your assets and provide financial wellbeing for your loved ones. This includes:
- Wills
- Durable Powers of Attorney
- Healthcare Powers of Attorney
- Living Wills
- Revocable Living Trusts
- Irrevocable Trusts
- Life Insurance Trusts
- Charitable Trusts
- Foundations
- Special Needs Trusts
