Estate Planning

Secure your legacy with Oliver Capital Management.

Imagine the peace of mind that comes from knowing your loved ones are taken care of and your legacy is secure. That’s the essence of estate planning: a vital process that ensures your assets are distributed according to your wishes, protecting your family’s future and minimizing potential legal complications.
At Oliver Capital Management, we bring extensive knowledge and experience to estate planning services. Our team is dedicated to crafting personalized strategies that align with your unique needs and goals. Let’s dive into the reasons why proper estate planning makes a difference for your loved ones.

Understanding Estate Planning

So what is estate planning? Estate planning is the process of organizing your affairs to ensure your assets are distributed according to your wishes after your death. The estate planning documents include several essential components, including wills, trusts, and powers of attorney.
A will is a legal document that outlines how your property will be distributed, while trusts can provide more control over how and when your assets are given to beneficiaries. Powers of attorney appoint someone to make financial or medical decisions on your behalf if you become incapacitated.
Most people tend to overlook estate planning – especially as it brings up tough conversations. But neglecting these conversations can mean difficulties down the line.
Without a will, state laws will determine how your assets are distributed, which may not align with your wishes. That might mean legal disputes among family members down the line, prolonging the probate process and resulting in unnecessary taxes and fees. Moreover, if you don’t have a designated power of attorney, a court may appoint someone to make decisions for you, which could be contrary to your preferences.
Another critical aspect of estate planning is ensuring all financial assets and insurance policies are titled correctly. Improper titling can lead to assets not being transferred as intended or create complications during probate.
Oliver Capital Management specializes in comprehensive estate planning services, ensuring every detail is meticulously handled to protect your legacy and provide peace of mind for you and your loved ones.

Our Approach to Estate Planning

STEP 1

Vision and Financial Assessment

The first part of the estate planning process is a thorough consultation. This helps us understand your aspirations, the scope of your assets and your financial plans. We take the time to learn about your goals, family dynamics, and current financial situation. This first meeting will help us build a plan to best reflect your unique vision for your legacy. By discussing your desires and examining your assets, we lay the foundation for a tailored estate plan that aligns with your long-term objectives.

STEP 2

Tailored Plan Development

Once we have a better understanding of your goals, we’ll move on to developing a customized estate plan. This involves creating wills, trusts, and powers of attorney that fit your individual needs.
We’ll work on properly titling all financial assets and insurance policies to ensure they are distributed according to your estate plan. Incorrect titling can lead to unintended beneficiaries or complications during probate, which is why attention to detail is paramount for our approach. Our goal is to ensure your assets are managed and transferred smoothly, providing peace of mind for you and your loved ones.

STEP 3

Monitoring and Revising

Estate planning is an ongoing process. Personal circumstances and laws might change down the line, so it’s critical to regularly review and update your legal documents. By monitoring your plan and making necessary adjustments, it remains effective and relevant. Additionally, we recommend involving an attorney specializing in estate planning to navigate the complex legal aspects and provide further assurance that your plan is robust and compliant with current regulations.

Why Oliver Capital Management?

With nearly two decades of experience in financial management and estate planning, Oliver Capital Management remains a key partner in your financial future. Our personalized services help you build plans to suit your own unique needs and goals. As a result, you receive a comprehensive plan that encompasses all aspects of your financial life.
We know how important it is to feel secure in your financial future. That’s why we ensure your estate plan is meticulously crafted and tailored to your specific circumstances, focusing on the proper titling of assets and alignment with your long-term objectives. We’re here to help you every step of the way.

Getting Started with Your Estate Plan

Ready to secure your legacy? There’s no time like the present. Start your estate planning journey with Oliver Capital Management by scheduling a consultation with our experienced advisors, who will help you build a comprehensive plan for your future. We work with attorneys specializing in estate planning to ensure your estate plan is not only comprehensive but also legally sound and up-to-date with current regulations.

Ready to take control of your financial future?

Contact Oliver Capital Management today for a personalized consultation. Let us help you navigate the complexities of estate planning with confidence and care.