A well-structured estate plan is essential for every person to ensure that their assets pass how they desire after their death. The specific documents that comprise an estate plan will vary based on individual or family circumstances and asset complexity. However, many people believe that the estate planning process ends with great documents from their attorney, but that is really just the beginning. Without a properly implemented estate plan that coordinates your documents with your specific assets (how they are owned, who the designated beneficiaries are, etc.) your wishes may not ultimately be carried out as you intend.
The topic of estate planning can be uncomfortable to discuss. At Carnegie Private Wealth, our team specializes in simplifying the complex, providing education and guidance and seeing a plan through to implementation. Above all else, we listen to our clients and help them to develop a plan that accomplishes their wishes and alleviates their concerns.
Whether you are putting your very first estate plan in place or would like to discuss advanced wealth transfer and charitable planning strategies or anything in between, Carnegie Private Wealth is here to assist. Let us help you to organize your plan ahead of time with the goal of making your time with your estate planning attorney as efficient as possible.
Carnegie Private Wealth helps individuals and families address their estate and legacy planning needs by offering the following services: