Estate Planning and Trusts
Helping you leave a legacy for the people and causes that matter most.
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 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'll work with you to identify the right combination of documents to properly protect your assets and provide financial well-being 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
