Craft Your Legacy with Precision Estate Planning
Navigate Complex Estate Challenges with Expertise
Estate planning can seem daunting with its many considerations. Bigham Wealth Advisory is here to address these challenges, ensuring your legacy is preserved exactly as you envision.
Who Will Inherit Your Assets?
Worrying about how your assets will be distributed? We ensure your estate plan clearly reflects your wishes, providing a seamless transition to your beneficiaries.
Minimize the Tax Burden on Your Estate
Concerned about the tax impact on your estate? Our strategies are designed to minimize taxes, maximizing what your loved ones will inherit.
Ensure Your Healthcare Wishes Are Honored
Uncertain about future healthcare decisions? We help you establish clear directives that respect your medical and end-of-life preferences.
Who Will Care for Your Dependents?
Struggling with guardianship choices? We assist in making these crucial decisions, providing peace of mind that your dependents are cared for.
Safeguarding Your Business Legacy
Own a business? We provide expert guidance on succession planning to ensure your business thrives and continues your legacy.
Avoiding the Complications of Probate
Worried about the probate process? Our estate planning services aim to streamline or bypass probate, making the transition as smooth as possible for your heirs.
Your Path to a Secure Estate Plan
Step confidently into the future with a bespoke estate plan that addresses every aspect of your legacy. Our detailed, step-by-step process ensures that your estate is managed and distributed exactly as you intend, with expert guidance to navigate the complexities of estate law and taxation.
Initial Consultation
Step OneWe start with a personal consultation to understand your estate planning goals and gather essential information about your assets and family structure.
Asset Review
Step TwoA thorough review of your assets is conducted to create a clear picture of your estate and identify the best strategies for asset protection and distribution.
Document Drafting
Step ThreeOur experts draft all necessary legal documents, including wills, trusts, and healthcare directives, tailored to your specific needs and wishes.
Tax Planning
Step FOURWe develop tax-efficient strategies to minimize estate taxes and maximize the inheritance for your beneficiaries.
Guardianship and Care Decisions
Step FiveGuidance is provided to help you make informed decisions about guardianship for dependents and care directives for yourself.
Business Succession Planning
Step SixFor business owners, we create a succession plan that ensures the smooth transition of your business according to your vision.
Finalizing and Executing the Plan
Step SevenWe finalize your estate plan with your approval and provide guidance on executing the plan, ensuring all elements are legally binding and in place.
Ongoing Review and Updates
Step EightEstate planning is an ongoing process. We schedule regular reviews to update your plan as your life circumstances and laws change.
Initiate Your Legacy Plan
Secure your legacy with a comprehensive estate plan crafted by our experienced advisors.
Client Praise for Our Estate Planning Expertise
Hear directly from those who've entrusted us with their legacy. Our clients' stories reflect the peace of mind and satisfaction they've gained through our comprehensive estate planning services.
John & Mary Anderson
I was overwhelmed with the thought of estate planning, but Bigham Wealth Advisory made it simple and respectful. Now, I know my children are taken care of, and my wishes are clearly laid out. It's a weight lifted.
Michael Rodriguez
As business owners, our biggest concern was the future of our company. The team at Bigham provided a seamless succession plan that honored our legacy and set our company up for continued success.
Karen & Bill Johnson
Tax implications for my estate were a major worry. Bigham Wealth Advisory's strategic planning not only eased my concerns but also ensured that my family will benefit the most from their inheritance.
Expert Answers to Your Estate Planning Questions
Navigate the complexities of estate planning with confidence. Our FAQs address your most pressing concerns, offering clear solutions and the peace of mind that comes with knowing your legacy is in capable hands.
What happens if I don't have an estate plan?
Without an estate plan, state laws will determine how your assets are distributed, which may not align with your wishes. Our estate planning ensures your legacy is handled according to your specific desires.
How can I ensure my estate plan is tax-efficient?
We utilize strategies such as trusts, charitable giving, and other legal structures to minimize estate taxes and maximize the value passed on to your beneficiaries.
Can I change my estate plan if my circumstances change?
Absolutely. Estate plans should evolve with your life. We make it easy to update your plan to reflect new assets, family members, or any other changes.
How do I choose the right guardian for my children?
Choosing a guardian is a significant decision. We guide you through the process, considering your values and the potential guardian’s ability to care for your children.
What is the difference between a will and a trust?
A will outlines your wishes upon death, while a trust can provide more control over how your assets are managed and distributed. We can help you decide which is best for your situation.
How can I protect my estate from probate?
We design estate plans with mechanisms like trusts and beneficiary designations to avoid probate, keeping your affairs private and reducing the time and expense for your heirs.
Clarify Your Estate Planning Path
If you have more questions or need detailed guidance, our estate planning experts are ready to provide you with personalized answers. Reach out to us and take the next step towards securing your legacy.
Distinctive Estate Planning for Discerning Individuals
Craft an estate plan that stands apart. Our specialized services offer personalized asset protection, tax strategies, and legal guidance to ensure your estate is managed exactly as you envision.
Tailored Estate Design
Customized estate plans that reflect your personal wishes and financial goals.
Asset Protection Strategies
Techniques to safeguard your assets from legal disputes and creditors.
Tax Minimization
Expert advice on reducing estate taxes and increasing the inheritance for your beneficiaries.
Healthcare Directives
Preparation of clear instructions for your healthcare, ensuring your wishes are followed.
Guardianship Guidance
Assistance in selecting and legally documenting guardians for minor children or dependents.
Business Succession Planning
Strategic planning for the seamless transition of your business interests.
Charitable Giving Plans
Structuring charitable donations in a way that benefits your estate and aligns with your philanthropic goals.
Probate Avoidance
Solutions to streamline or circumvent the probate process, facilitating a quicker and private transfer of assets.
Immediate Assurance, Lasting Legacy
Feel the immediate confidence that comes from a comprehensive estate plan, and look forward to a future where your legacy thrives, providing enduring support and security for your loved ones.
Comprehensive Review: Receive a comprehensive review and analysis of your current estate situation.
Legal Peace of Mind: Obtain peace of mind with a legally sound estate plan in place.
Decision Relief: Enjoy the relief of having difficult decisions made and documented.
Asset Protection: Ensure the long-term protection and growth of your assets.
Estate Control: Rest easy knowing your estate will be managed and distributed as you've directed.
Legacy Confidence: Watch your legacy unfold with confidence, knowing it will support your loved ones and causes you care about for years to come.
Secure Your Legacy Today
Don't leave your estate to chance. Take the definitive step to protect and preserve your legacy. Contact us now to create an estate plan that reflects your wishes and secures your family's future.