Who is an Estate Planner?

An Estate Planner Helps Plan Your Future

An estate planner is a special type of ‘Financial Advisor’ who, through years of mentoring, continuing education and experience, understands how to advise you on getting your things to prepare for the possibility of mental or physical disability and eventual death.

What Does an Estate Planner Do?

Estate planning doesn't begin and end with a will and trust. An Estate Planner specializing in this field will also help you create living trusts, develop a plan to mitigate or avoid taxes, and work to ensure that your life's savings and assets are safe from your beneficiaries' creditors or disgruntled family members after your death.

He or She can help you prepare powers of attorney and arranging for someone to take care of your things in the event you should ever become mentally incapacitated. He can help you avoid guardianship or conservatorship issues if you need someone else to look after your things.

What Qualities Should You Look for in Your Estate Planner?

A general practitioner may not have the experience and specialized knowledge to assist you with your unique family and financial situations. Look for someone who devotes his practice to this super specialized area.

You should feel very comfortable sharing intimate details of your life and your concerns with him so your estate plan doesn't fall short of your expectations and needs.

Your estate planner should be well versed in and up to date with the laws of your state. Otherwise, your estate plan may ultimately be deemed invalid by the court.

Why do you require an Estate Planner?

Your estate might stand to lose far more money in the long run than the cost of paying a qualified estate planning specialist now. If a contentious probate process drags out after your death, incurring even more court and legal fees, your loved ones may wish that you had simply spent the money to plan ahead instead. Then, of course, there's peace of mind. How much is it worth to know that when you die, things are going to go exactly as you intended if you have the help of an experienced estate planner?

The Benefits of Speaking to an Estate Planner

A skilled estate planner can look at every possible scenario, and create a contingency plan should any of those occur. Suppose you die and your spouse goes into a nursing home—who would be in charge of your assets? In short, estate planning is all about providing for the control of your assets while making sure those you want to benefit from your hard work actually do so. Far too many people have the mindset that “my family knows what I want.” While it is possible that your family does, in fact, know what you want, there are so many variables which exist in life that telling your family your wishes is simply not sufficient.

Make sure your future and that of your loved ones is secured by discussing your estate planning needs with an Experienced Nexgen Estate Planner.

Nexgen has a team of expert Estate Planners that have the Education, Skills, Knowledge and most importantly Ethical Standards that ensure that all your Wealth Transfer Needs are taken care for.

A Nexgen Estate Planner will:
  1. Listen carefully to understand your Situation.
  2. Conduct an Estate Planning Audit to understand the shortcomings in your estate planning.
  3. Introduce and explain options available to you to achieve your Estate Planning Goals.
  4. Harness Nexgen expertise in Estate Planning, Will Drafting, Trust Creation, Offshore Wealth Management, Taxation Advisory to create and monitor an Estate Plan customized for you.
  5. Stay in touch to ensure that your Estate Planning are on track and your customized estate plan changes with changes in your life.

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