Estate Planning

WEALTH MANAGEMENT

Estate Planning Services

An estate plan is your last opportunity to ensure you leave a legacy behind that makes you proud. It is a chance to put your final wishes in writing and ensure who you care about most is taken care of after you are gone. We have seen proper estate plans bring families closer together and give the people you care about clarity so they can properly celebrate your life. The opposite is also true. An unplanned estate can cause chaos in the closest families and taint a legacy that took a lifetime to build. Our team wants to help you design your estate plan with intention, so the people you care about most can celebrate your legacy and ensure your final wishes are honored.

Estate Projections

At Twin Rivers, we have the tools and experience to project your estate. We can show you how decisions you are making right now will affect what you ultimately leave behind to the people or causes you care about most.

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Survivor Income Projections

We can also demonstrate how much income your spouse will have after you're gone. This kind of knowledge gives you the freedom to live your best life together without concern for your spouse's financial future.

We can also demonstrate the difference between having a trust & will and leaving things up to the court to decide who receives your assets. If the courts have to get involved, there are heavy costs engaged through what is known as probate.

4% fee of the first $100,000 of your assets
3% fee for the next $100,000
2% fee on the next $800,000
1% on the next $9,000,000
0.5% on the next $15,000,000
Fees for both the court, attorney, and executor of the estate

If not all of these fees, most of these fees can be avoided by developing a proper estate plan with the right people named as your trustees. Our team is ready to help you design your estate plan and accompany you to your meeting with an estate planning attorney to draft the documents needed to avoid the costly probate process. We want to be a second set of eyes and ears in your estate planning meetings so your family has someone they can rely on to make sure they follow your final wishes. Designing an estate plan is emotional and sometimes difficult to discuss. We have the experience and tools to guide you through the delicate process of creating your legacy and your estate plan.