DEFINING YOUR LEGACY
Estate planning is a vital component of your overall financial picture.
Whether you’re just starting to consider a will or navigating the complexities of generational wealth transfer, our team is here to guide you. We collaborate closely with your estate attorney—or help you find one—to ensure your legacy is protected and your wishes are honored. From reviewing existing plans to developing new strategies, we make estate planning approachable, actionable, and aligned with your goals.
Here’s how we help:
Estate Plan Review
We begin by reviewing your current estate documents—such as wills, trusts, and powers of attorney—to ensure they reflect your current intentions, family dynamics, and financial situation. We identify any gaps or outdated elements and make recommendations in partnership with your legal counsel.
Initial Estate Plan Design & Discussion
If you don’t yet have an estate plan, we’ll walk you through the foundational documents, including wills, living trusts, powers of attorney, and healthcare directives. We help clarify your wishes, explain your options, and coordinate with an attorney to bring your plan to life.
Advanced Estate & Gifting Techniques
For clients with more complex needs, we explore advanced wealth strategies such as family gifting, charitable giving, irrevocable trusts, and other tools to reduce estate taxes and preserve generational wealth. These strategies are tailored to your values and long-term goals.
Implementation of Estate Plan
We partner with your estate attorney to ensure your plan is implemented properly. This includes funding trusts, updating account titling and beneficiaries, and maintaining ongoing alignment between your estate plan and overall financial plan.
ESTATE PLANNING TIPS
Featuring Genene Dunn, Managing Partner at Hunsberger Dunn
Watch these short, informative clips to better understand how estate planning can help you protect your legacy and your loved ones.
Probate can be costly, public, and time-consuming. Learn how having the right estate plan in place can help your family avoid probate and ensure a smoother transfer of assets.
Not all your assets automatically pass through a trust. In this quick video, Genene explains which types of assets are included—and what you need to do to ensure your trust works the way it’s intended.
Ready to Take the Next Step?
Schedule time with an advisor to start the conversation and build a plan that protects your legacy.
