Logo

Estate
Planning

Ensuring Your Legacy with Meticulous Planning

Planning for the future is essential, especially when it comes to your estate. An effective estate plan ensures that your assets are distributed according to your wishes, minimizing taxes, and providing for your loved ones. At New Century Investor Services, we focus on helping you navigate the complexities of estate planning to create a roadmap for your financial legacy.

Start Planning for Tomorrow

Tailoring Estate Plans to Your Specific Needs

Our estate planning process at New Century Investor Services is highly personalized, focusing on your unique family dynamics and individual requirements. Here’s an outline of what an estate plan is and how it can help you and your loved ones:

A black and white silhouette of a chess piece and a chess board.

Benefits

  • Control Over Asset Distribution
    An estate plan allows you to specify how your assets will be managed and distributed, ensuring your wishes are honored.

  • Minimization of Taxes and Fees
    Proper planning can help reduce estate taxes and administrative costs, preserving more of your wealth for your heirs.

  • Protection for Loved Ones
    With an estate plan, you can appoint guardians for minor children and provide for dependents, ensuring their needs are met.

  • Peace of Mind
    Knowing that your affairs are in order brings peace of mind for you and your family, reducing stress during challenging times.


A black and white icon of a certificate with a ribbon.

Key Components

  • Beneficiary Designations
    Ensures that your retirement accounts and insurance policies align with your estate plan.

  • Last Will and Testament
    Defines how your assets will be distributed and appoints guardians for dependents.

  • Trusts
    A trust can help manage and distribute your assets during your lifetime and after your death, offering benefits like tax savings and asset protection.

  • Durable Power of Attorney
    Appoints someone to make financial decisions on your behalf if you become unable to do so.

  • Healthcare Proxy and Directive
    Designates someone to make medical decisions for you if you are incapacitated.


A white background with a few lines on it

Our Approach

While we do not create legal documentation, we work collaboratively with experienced attorneys to develop a comprehensive estate plan tailored to your unique needs. Our role as your financial advisor is to:

Initial Legacy Review

We start by evaluating your assets, liabilities, and financial goals to inform your estate planning strategy. This foundational meeting is essential for developing an estate plan that truly reflects your wishes.

Identify Estate Planning Needs

We help you identify critical components of your estate plan, such as wills, trusts, and powers of attorney.

Coordinate with Legal Professionals

Our team collaborates with trusted legal experts to ensure that your estate plan is legally sound and effectively reflects your wishes.

Ongoing Support and Review

Because life changes and laws evolve, we provide continuous oversight and updates to your estate plan. This ensures that it remains effective and relevant, adapting to new circumstances and legal requirements.

Key Elements of Our Estate Planning Services

We include several critical elements in our estate planning services to ensure that your estate is comprehensively managed:

  • Advanced Tax Planning

    We employ advanced strategies to minimize the tax implications on your estate, enhancing the value preserved for your heirs.

  • Healthcare and End-of-Life Decisions

    We help you articulate and legally record your preferences for healthcare and end-of-life care, ensuring your wishes are respected.

  • Legal Protection for Heirs and Beneficiaries

    We create legal protections for your heirs and beneficiaries, reducing the potential for disputes and ensuring your assets are distributed as intended.

A woman wearing a red tank top and earrings is smiling

Your Success Is Our Success

Share by: