Manage your wealth during your lifetime and control its distribution after death.
Get peace of mind.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Do you have a last will and testament?
Do you have a durable power of attorney?
Protect Your Loved Ones

Prudeo Partners offers the following services:

  • Succession & Legacy Planning
  • Charitable Giving
  • Tax Optimization Strategies
  • Regular Beneficiary Reviews
  • Consideration and consulting through significant life changes

I wanted someone else at the helm so I can do what I do best, and let them do what they do best.

Corky Harper

Client was not compensated for this testimonial and was a client at the time of recording, 10/26/21.

Estate Planning FAQ

How do I take care of loved ones and is their estate planning up to date and done correctly?
Our team at Prudeo Partners is sensitive to addressing the needs and concerns of our clients, and we place high importance on creating a financial plan that includes estate planning. This can include but is not limited to: life insurance strategies, adoption of trusts, generational transfers of wealth, direct consultation with personal attorneys, and periodic review of beneficiaries. Further, we encourage clients to include their family members in meetings with their advisor so that we can maximize communication and financial well-being.
Can I give annual gifts to my children or grandchildren?
Annual gifting to children and/or grandchildren is a great estate planning tool that many of our clients leverage to pass wealth to future generations. Your Prudeo Advisor will work closely with you, your tax preparer, and your attorney to execute your estate plan in ways that are both tax effective and in alignment with your wants and unique needs.
What is estate planning? Why do I need to have an estate plan?
Simply put, estate planning is the act of clearly communicating the ways in which a person wants their estate to be preserved, managed, and eventually distributed in the event of incapacitation or death. Estate planning documents include things such as wills, trusts, & power of attorney documentation. It also includes naming of beneficiaries and an executor (the person you designate to carry out the instructions of your estate plan). At Prudeo, we will partner with you, your attorney, and your tax planner to ensure that your estate plan is in accordance with your financial wishes.
How does Prudeo Partners handle the transfer of property at death?
The loss of a loved one is never easy. Advanced planning and communication with your advisor is the best way to ensure that your property will be seamlessly transferred to your beneficiaries. At Prudeo, we will work with your appointed executor, your attorney, and family to transfer assets in accordance with your estate planning instructions.
What is the role of a trust in estate planning?
A trust is a legal relationship in which one party (the trustor) gives another party (the trustee) the right to hold assets for the benefit of a third party (the beneficiary). Trusts are used in a wide range of ways to achieve specific goals. In broad terms, trusts are helpful to estate planning because they can be used to determine how a person’s money should be managed and distributed, both while a person is living and after death. A trust can help with minimizing taxes and avoids probate. Trusts can also be useful in controlling how and when assets are paid to beneficiaries. It’s important to note that trusts can be costly to establish and maintain. It is best to consult with a legal professional to discuss whether use of a trust is appropriate for your estate plan.

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