Estate & Legacy Planning
Secure Your Future
As part of the wealth management process, we strive to help clients understand the impact of estate planning, and to ensure plans align with their wishes.
Importance of Estate Planning
As a trusted advisor, Appleton works with clients to help address their goals and plans:
- Integrate plans with investment strategies.
- Review estate planning documents with in-house legal counsel to ensure legacy matters are properly addressed.
- Provide clients with comfort in knowing these matters have been addressed and, as needed, outside advisors have been engaged in the process.
Core Estate Planning Documents
- Revocable Living Trust;
- Pour-over Will;
- Durable Power of Attorney;
- Health Care Proxy; and
- Living Will.
We work closely with your attorney and routinely assist trustees in the trust administration process.
Benefits of Estate Planning
In addition to ensuring that families are protected financially, proper estate planning can help:
- Avoid probate and associated costs and delays;
- Maintain family privacy and harmony;
- Address incapacity and support family and/or business continuity;
- Minimize state and federal estate taxes; and
- Provide creditor protection.
We Help You Plan An Enduring Legacy
“Cerulli Associates projects that wealth transferred through 2048 will total $124 trillion - $105 trillion of which is expected to flow to heirs.”
Source: “The Cerulli Report, US High Net Worth and Ultra High Net Worth Markets: The Great Wealth Transfer”, December 5, 2024
In addition to traditional estate planning advice, our team often works with attorneys and CPAs on legal planning needs designed to help protect yourself, your assets, and your desired legacy.
Trusts
Legacy/Stewardship
Charitable Giving Planning
Preparing for Marriage
Business Continuity
Wealth Perspectives
These briefs highlight real-world situations we regularly work through with private clients. By sharing these insights, we hope to create awareness and encourage positive action.
More Wealth Perspectives
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“Our clients look for us to guide them through a myriad of planning complexities. We partner with our clients and their advisors to simplify and add value to their financial future.”
James M. O’Neil Jr., Esq., AEP®
Senior Vice President / Managing Director of Wealth Management